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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 | $31,962 | $158,852-79.9% | $121,220-73.6% | $135,379-76.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.17% | -0.64%-2.5pp | 16.94%-20.1pp | 519.79%-523.0pp |
| Employer contribution / active EE | $1,189 | $5,666-79.0% | $4,023-70.5% | $4,779-75.1% |
| Participant deferral / active EE | $1,669 | $4,006-58.3% | $3,345-50.1% | $5,609-70.3% |
| Admin fee / account holder | $9,859 | $6,515+51.3% | $5,021+96.4% | $10,828-9.0% |