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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 | $28,076 | $95,188-70.5% | $76,518-63.3% | $135,380-79.3% |
| Participation rate | 81.3% | 74.4%+6.9pp | 68.0%+13.3pp | 82.6%-1.4pp |
| Annual return | -9.34% | 4.85%-14.2pp | -0.27%-9.1pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,978 | $3,303-40.1% | $2,647-25.3% | $4,779-58.6% |
| Participant deferral / active EE | $2,660 | $4,640-42.7% | $3,836-30.7% | $5,609-52.6% |
| Admin fee / account holder | $1,066 | $6,249-82.9% | $4,849-78.0% | $10,828-90.2% |