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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 | $25,449 | $56,339-54.8% | $104,299-75.6% | $68,490-62.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -14.59% | -9.19%-5.4pp | 24.62%-39.2pp | -7.85%-6.7pp |
| Employer contribution / active EE | $4,046 | $1,960+106.4% | $3,373+20.0% | $2,597+55.8% |
| Participant deferral / active EE | $7,984 | $3,077+159.5% | $4,626+72.6% | $4,028+98.2% |
| Admin fee / account holder | $5,230 | $4,902+6.7% | $7,339-28.7% | $5,403-3.2% |