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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 | $35,540 | $75,832-53.1% | $147,617-75.9% | $59,633-40.4% |
| Participation rate | 96.4% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | -1.05% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,245 | $3,485-35.6% | $5,564-59.7% | $2,203+1.9% |
| Participant deferral / active EE | $2,808 | $3,131-10.3% | $4,895-42.6% | $3,192-12.0% |
| Admin fee / account holder | $733 | $5,986-87.8% | $11,612-93.7% | $4,297-83.0% |