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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 | $29,290 | $57,352-48.9% | $83,830-65.1% | $64,173-54.4% |
| Participation rate | 80.4% | 68.6%+11.8pp | 76.1%+4.3pp | 69.6%+10.9pp |
| Annual return | -5.72% | 11.38%-17.1pp | 850.97%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,964 | $2,993-34.4% | $4,082-51.9% | $3,470-43.4% |
| Admin fee / account holder | $3,015 | $4,046-25.5% | $5,479-45.0% | $4,887-38.3% |