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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 | $54,022 | $73,848-26.8% | $143,799-62.4% | $68,486-21.1% |
| Participation rate | 90.5% | 66.7%+23.8pp | 80.3%+10.2pp | 67.9%+22.6pp |
| Annual return | -15.97% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,793 | $3,385-47.0% | $5,638-68.2% | $4,028-55.5% |
| Admin fee / account holder | $2,722 | $5,755-52.7% | $14,677-81.5% | $5,404-49.6% |