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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 | $19,936 | $59,116-66.3% | $86,438-76.9% | $68,486-70.9% |
| Participation rate | 96.6% | 75.2%+21.3pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -7.84% | -0.23%-7.6pp | 4397.19%-4405.0pp | -7.85%0pp |
| Employer contribution / active EE | $4,696 | $2,519+86.4% | $3,769+24.6% | $2,597+80.8% |
| Participant deferral / active EE | $7,994 | $5,902+35.5% | $6,952+15.0% | $4,028+98.5% |
| Admin fee / account holder | $2,228 | $5,639-60.5% | $6,733-66.9% | $5,404-58.8% |