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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 | $21,964 | $53,596-59.0% | $90,657-75.8% | $64,173-65.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -6.95% | 4.41%-11.4pp | 1.89%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,561 | $1,503+70.4% | $2,532+1.1% | $2,381+7.6% |
| Participant deferral / active EE | $8,296 | $2,459+237.4% | $3,424+142.3% | $3,470+139.1% |
| Admin fee / account holder | $2,844 | $3,868-26.5% | $4,994-43.1% | $4,887-41.8% |