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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 | $35,757 | $85,790-58.3% | $67,313-46.9% | $135,380-73.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.12% | -0.54%-4.6pp | -4.08%-1.0pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,152 | $3,487-38.3% | $2,566-16.1% | $4,779-55.0% |
| Participant deferral / active EE | $6,207 | $4,651+33.5% | $3,568+73.9% | $5,609+10.7% |
| Admin fee / account holder | $6,418 | $6,392+0.4% | $4,507+42.4% | $10,828-40.7% |