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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 | $45,794 | $91,911-50.2% | $68,612-33.3% | $135,379-66.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.14% | -8.22%+2.1pp | -4.63%-1.5pp | 519.79%-525.9pp |
| Employer contribution / active EE | $2,203 | $3,924-43.9% | $2,625-16.1% | $4,779-53.9% |
| Participant deferral / active EE | $4,767 | $4,315+10.5% | $3,311+44.0% | $5,609-15.0% |
| Admin fee / account holder | $527 | $9,240-94.3% | $5,131-89.7% | $10,828-95.1% |