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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 | $38,624 | $69,012-44.0% | $160,037-75.9% | $68,490-43.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.95%-426.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,395 | $2,212-36.9% | $4,226-67.0% | $2,597-46.3% |
| Participant deferral / active EE | $1,872 | $4,212-55.6% | $6,184-69.7% | $4,028-53.5% |
| Admin fee / account holder | $3,752 | $4,798-21.8% | $8,716-57.0% | $5,403-30.5% |