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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 | $31,708 | $99,032-68.0% | $80,022-60.4% | $135,379-76.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.04% | 15.39%-20.4pp | 11.22%-16.3pp | 519.79%-524.8pp |
| Employer contribution / active EE | $3,038 | $3,043-0.2% | $2,468+23.1% | $4,779-36.4% |
| Participant deferral / active EE | $6,478 | $4,282+51.3% | $3,686+75.8% | $5,609+15.5% |
| Admin fee / account holder | $5,817 | $10,436-44.3% | $6,521-10.8% | $10,828-46.3% |