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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 | $46,597 | $99,032-52.9% | $80,022-41.8% | $135,380-65.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.99% | 15.39%-21.4pp | 11.22%-17.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,636 | $3,043-13.4% | $2,468+6.8% | $4,779-44.8% |
| Participant deferral / active EE | $3,005 | $4,282-29.8% | $3,686-18.5% | $5,609-46.4% |
| Admin fee / account holder | $485 | $10,436-95.4% | $6,521-92.6% | $10,828-95.5% |