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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 | $24,240 | $73,863-67.2% | $143,797-83.1% | $68,490-64.6% |
| Participation rate | 86.5% | 66.7%+19.8pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -13.18% | 0.91%-14.1pp | -0.04%-13.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $2,337 | $3,185-26.6% | $4,952-52.8% | $2,597-10.0% |
| Participant deferral / active EE | $5,436 | $3,385+60.6% | $5,638-3.6% | $4,028+35.0% |
| Admin fee / account holder | $594 | $5,756-89.7% | $14,679-96.0% | $5,403-89.0% |