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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 | $31,167 | $82,678-62.3% | $125,391-75.1% | $68,490-54.5% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,431 | $3,382-28.1% | $4,816-49.5% | $2,597-6.4% |
| Participant deferral / active EE | $3,666 | $6,111-40.0% | $7,448-50.8% | $4,028-9.0% |
| Admin fee / account holder | $867 | $6,277-86.2% | $10,009-91.3% | $5,403-84.0% |