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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 | $23,854 | $72,177-67.0% | $115,037-79.3% | $59,633-60.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.16% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $2,247 | $2,841-20.9% | $4,608-51.2% | $2,203+2.0% |
| Participant deferral / active EE | $3,736 | $4,783-21.9% | $6,026-38.0% | $3,192+17.1% |
| Admin fee / account holder | $4,057 | $4,927-17.7% | $8,175-50.4% | $4,297-5.6% |