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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 | $33,951 | $73,867-54.0% | $143,770-76.4% | $68,498-50.4% |
| Participation rate | 71.4% | 66.7%+4.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -17.37% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,093 | $3,184-65.7% | $4,951-77.9% | $2,596-57.9% |
| Participant deferral / active EE | $3,271 | $3,384-3.3% | $5,638-42.0% | $4,027-18.8% |
| Admin fee / account holder | $1,532 | $5,755-73.4% | $14,673-89.6% | $5,403-71.6% |