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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 | $17,951 | $57,352-68.7% | $83,830-78.6% | $64,173-72.0% |
| Participation rate | 83.7% | 68.6%+15.1pp | 76.1%+7.5pp | 69.6%+14.1pp |
| Annual return | -5.66% | 11.38%-17.0pp | 850.97%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,604 | $2,546-37.0% | $3,631-55.8% | $2,381-32.6% |
| Participant deferral / active EE | $3,391 | $2,993+13.3% | $4,082-16.9% | $3,470-2.3% |
| Admin fee / account holder | $1,208 | $4,046-70.1% | $5,479-78.0% | $4,887-75.3% |