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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,182 | $158,852-88.6% | $121,220-85.0% | $135,379-86.6% |
| Participation rate | 72.7% | 79.3%-6.6pp | 71.8%+1.0pp | 82.6%-9.9pp |
| Annual return | -4.14% | -0.64%-3.5pp | 16.94%-21.1pp | 519.79%-523.9pp |
| Employer contribution / active EE | $88 | $5,666-98.4% | $4,023-97.8% | $4,779-98.2% |
| Participant deferral / active EE | $2,221 | $4,006-44.6% | $3,345-33.6% | $5,609-60.4% |
| Admin fee / account holder | $2,772 | $6,515-57.4% | $5,021-44.8% | $10,828-74.4% |