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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 | $55,366 | $63,768-13.2% | $98,483-43.8% | $79,391-30.3% |
| Participation rate | 70.8% | 69.9%+0.9pp | 73.3%-2.6pp | 70.7%+0.1pp |
| Annual return | 0.00% | 626.18%-626.2pp | 1494.38%-1494.4pp | 116.88%-116.9pp |
| Employer contribution / active EE | $581 | $2,558-77.3% | $2,961-80.4% | $2,428-76.1% |
| Participant deferral / active EE | $2,548 | $3,305-22.9% | $4,276-40.4% | $4,046-37.0% |
| Admin fee / account holder | $1,224 | $516+137.4% | $5,953-79.4% | $627+95.4% |