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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 | $38,338 | $82,674-53.6% | $125,363-69.4% | $68,495-44.0% |
| Participation rate | 86.5% | 75.0%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | -9.02% | -5.97%-3.1pp | 572.15%-581.2pp | -7.84%-1.2pp |
| Employer contribution / active EE | $2,219 | $3,382-34.4% | $4,815-53.9% | $2,596-14.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,739 | $6,276-56.4% | $10,005-72.6% | $5,403-49.3% |