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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 | $39,198 | $95,188-58.8% | $76,518-48.8% | $135,379-71.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -6.21% | 4.85%-11.1pp | -0.27%-5.9pp | 519.79%-526.0pp |
| Employer contribution / active EE | $2,005 | $3,303-39.3% | $2,647-24.3% | $4,779-58.1% |
| Participant deferral / active EE | $6,125 | $4,640+32.0% | $3,836+59.7% | $5,609+9.2% |
| Admin fee / account holder | $1,146 | $6,249-81.7% | $4,849-76.4% | $10,828-89.4% |