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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 | $54,559 | $81,870-33.4% | $119,634-54.4% | $68,490-20.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.98%-1.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $4,919 | $2,692+82.7% | $4,232+16.2% | $2,597+89.4% |
| Participant deferral / active EE | $3,296 | $4,148-20.5% | $5,601-41.2% | $4,028-18.2% |
| Admin fee / account holder | $691 | $6,583-89.5% | $10,329-93.3% | $5,403-87.2% |