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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 | $28,767 | $99,032-71.0% | $80,022-64.1% | $135,380-78.8% |
| Participation rate | 94.7% | 78.4%+16.4pp | 75.8%+18.9pp | 82.6%+12.1pp |
| Annual return | -4.94% | 15.39%-20.3pp | 11.22%-16.2pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,622 | $3,043-46.7% | $2,468-34.3% | $4,779-66.1% |
| Participant deferral / active EE | $2,759 | $4,282-35.6% | $3,686-25.1% | $5,609-50.8% |
| Admin fee / account holder | $4,568 | $10,436-56.2% | $6,521-30.0% | $10,828-57.8% |