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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 | $32,977 | $59,813-44.9% | $79,580-58.6% | $68,486-51.8% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.5%+19.8pp | 67.9%+21.4pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,982 | $1,505+297.4% | $2,413+147.9% | $2,597+130.4% |
| Participant deferral / active EE | $14,938 | $3,024+393.9% | $3,985+274.8% | $4,028+270.9% |
| Admin fee / account holder | $545 | $4,835-88.7% | $6,835-92.0% | $5,404-89.9% |