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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 | $24,589 | $211,946-88.4% | $169,452-85.5% | $135,380-81.8% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -1.74% | 3.26%-5.0pp | 1.83%-3.6pp | 519.81%-521.5pp |
| Employer contribution / active EE | $2,022 | $5,117-60.5% | $4,157-51.4% | $4,779-57.7% |
| Participant deferral / active EE | $4,893 | $6,075-19.5% | $5,277-7.3% | $5,609-12.8% |
| Admin fee / account holder | $43,592 | $11,472+280.0% | $9,110+378.5% | $10,828+302.6% |