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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 | $11,856 | $53,546-77.9% | $69,890-83.0% | $68,490-82.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.85% | -13.87%-1.0pp | 190.84%-205.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $5,057 | $2,019+150.5% | $2,560+97.5% | $2,597+94.7% |
| Participant deferral / active EE | $1,829 | $2,957-38.1% | $3,848-52.5% | $4,028-54.6% |
| Admin fee / account holder | $391 | $4,693-91.7% | $6,267-93.8% | $5,403-92.8% |