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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 | $33,626 | $56,199-40.2% | $67,652-50.3% | $59,632-43.6% |
| Participation rate | 75.3% | 71.5%+3.8pp | 75.7%-0.4pp | 68.7%+6.6pp |
| Annual return | -1.11% | 18505.31%-18506.4pp | 6625.04%-6626.1pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $907 | $1,614-43.8% | $2,266-60.0% | $2,203-58.8% |
| Participant deferral / active EE | $2,254 | $2,844-20.7% | $3,560-36.7% | $3,192-29.4% |
| Admin fee / account holder | $5,077 | $3,958+28.3% | $4,821+5.3% | $4,297+18.1% |