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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 | $33,947 | $73,867-54.0% | $143,770-76.4% | $68,498-50.4% |
| Participation rate | 88.6% | 66.7%+21.9pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -16.22% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $766 | $3,184-75.9% | $4,951-84.5% | $2,596-70.5% |
| Participant deferral / active EE | $6,131 | $3,384+81.1% | $5,638+8.7% | $4,027+52.2% |
| Admin fee / account holder | $599 | $5,755-89.6% | $14,673-95.9% | $5,403-88.9% |