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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 | $31,534 | $45,566-30.8% | $64,105-50.8% | $59,633-47.1% |
| Participation rate | 85.1% | 60.2%+24.9pp | 68.2%+16.9pp | 68.7%+16.4pp |
| Annual return | -0.45% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $1,249 | $934+33.7% | $1,820-31.4% | $2,203-43.3% |
| Participant deferral / active EE | $3,091 | $2,057+50.3% | $2,822+9.5% | $3,192-3.2% |
| Admin fee / account holder | $816 | $3,268-75.0% | $4,499-81.9% | $4,297-81.0% |