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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 | $22,242 | $73,863-69.9% | $143,797-84.5% | $68,490-67.5% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.4pp | 67.9%+30.9pp |
| Annual return | -12.07% | 0.91%-13.0pp | -0.04%-12.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $643 | $3,185-79.8% | $4,952-87.0% | $2,597-75.3% |
| Participant deferral / active EE | $2,601 | $3,385-23.2% | $5,638-53.9% | $4,028-35.4% |
| Admin fee / account holder | $1,946 | $5,756-66.2% | $14,679-86.7% | $5,403-64.0% |