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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 | $19,467 | $64,729-69.9% | $112,263-82.7% | $68,490-71.6% |
| Participation rate | 98.8% | 67.2%+31.7pp | 75.1%+23.8pp | 67.9%+30.9pp |
| Annual return | -14.24% | -11.40%-2.8pp | 27.49%-41.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,011 | $2,746-63.2% | $3,636-72.2% | $2,597-61.1% |
| Participant deferral / active EE | $1,925 | $3,566-46.0% | $4,729-59.3% | $4,028-52.2% |
| Admin fee / account holder | $2,303 | $5,222-55.9% | $6,410-64.1% | $5,403-57.4% |