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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 | $24,988 | $73,867-66.2% | $143,770-82.6% | $68,498-63.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.78% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,852 | $3,184-10.4% | $4,951-42.4% | $2,596+9.8% |
| Participant deferral / active EE | $5,246 | $3,384+55.0% | $5,638-7.0% | $4,027+30.2% |
| Admin fee / account holder | $12,977 | $5,755+125.5% | $14,673-11.6% | $5,403+140.2% |