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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 | $27,036 | $95,188-71.6% | $76,518-64.7% | $135,380-80.0% |
| Participation rate | 93.8% | 74.4%+19.4pp | 68.0%+25.8pp | 82.6%+11.1pp |
| Annual return | -5.99% | 4.85%-10.8pp | -0.27%-5.7pp | 519.81%-525.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,233 | $4,640-51.9% | $3,836-41.8% | $5,609-60.2% |
| Admin fee / account holder | $6,379 | $6,249+2.1% | $4,849+31.6% | $10,828-41.1% |