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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 | $8,249 | $37,446-78.0% | $77,552-89.4% | $79,856-89.7% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,647 | $637+158.6% | $987+67.0% | $2,471-33.3% |
| Participant deferral / active EE | $518 | $1,261-58.9% | $1,861-72.2% | $3,741-86.2% |
| Admin fee / account holder | $460 | $2,506-81.6% | $2,859-83.9% | $5,306-91.3% |