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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 | $21,360 | $57,352-62.8% | $83,831-74.5% | $64,173-66.7% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | -7.26% | 11.38%-18.6pp | 850.99%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,643 | $2,546+43.1% | $3,631+0.3% | $2,381+53.0% |
| Participant deferral / active EE | $3,712 | $2,993+24.0% | $4,082-9.1% | $3,470+7.0% |
| Admin fee / account holder | $687 | $4,046-83.0% | $5,479-87.5% | $4,887-86.0% |