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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 | $23,259 | $55,449-58.1% | $83,831-72.3% | $56,289-58.7% |
| Participation rate | 71.2% | 68.0%+3.1pp | 76.1%-5.0pp | 69.9%+1.3pp |
| Annual return | -7.51% | -1.38%-6.1pp | 850.99%-858.5pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,147 | $2,430-52.8% | $3,631-68.4% | $2,111-45.7% |
| Participant deferral / active EE | $2,714 | $2,935-7.6% | $4,082-33.5% | $3,350-19.0% |
| Admin fee / account holder | $1,171 | $656+78.6% | $5,479-78.6% | $521+124.8% |