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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 | $21,734 | $73,839-70.6% | $143,788-84.9% | $68,495-68.3% |
| Participation rate | 71.7% | 66.7%+5.1pp | 80.3%-8.6pp | 67.9%+3.8pp |
| Annual return | -17.03% | 1.01%-18.0pp | -0.03%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $779 | $3,184-75.5% | $4,952-84.3% | $2,596-70.0% |
| Participant deferral / active EE | $2,231 | $3,384-34.1% | $5,638-60.4% | $4,028-44.6% |
| Admin fee / account holder | $948 | $5,755-83.5% | $14,675-93.5% | $5,403-82.5% |