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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 | $43,813 | $72,177-39.3% | $115,037-61.9% | $59,633-26.5% |
| Participation rate | 79.4% | 72.6%+6.8pp | 81.4%-2.0pp | 68.7%+10.7pp |
| Annual return | -1.02% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $892 | $2,841-68.6% | $4,608-80.6% | $2,203-59.5% |
| Participant deferral / active EE | $6,319 | $4,783+32.1% | $6,026+4.8% | $3,192+98.0% |
| Admin fee / account holder | $3,111 | $4,927-36.9% | $8,175-61.9% | $4,297-27.6% |