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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 | $13,359 | $37,446-64.3% | $77,552-82.8% | $79,856-83.3% |
| Participation rate | 96.0% | 41.5%+54.5pp | 54.2%+41.8pp | 69.6%+26.4pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $769 | $637+20.6% | $987-22.1% | $2,471-68.9% |
| Participant deferral / active EE | $2,733 | $1,261+116.8% | $1,861+46.9% | $3,741-26.9% |
| Admin fee / account holder | $402 | $2,506-84.0% | $2,859-85.9% | $5,306-92.4% |