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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 | $40,783 | $90,590-55.0% | $90,782-55.1% | $135,380-69.9% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.7%+8.3pp | 82.6%+8.3pp |
| Annual return | -5.53% | -3.40%-2.1pp | -3.42%-2.1pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,686 | $4,352-61.3% | $4,105-58.9% | $4,779-64.7% |
| Participant deferral / active EE | $3,088 | $5,407-42.9% | $5,366-42.5% | $5,609-44.9% |
| Admin fee / account holder | $1,323 | $7,683-82.8% | $5,908-77.6% | $10,828-87.8% |