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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 | $55,239 | $59,107-6.5% | $86,439-36.1% | $68,495-19.4% |
| Participation rate | 81.1% | 75.2%+5.8pp | 80.3%+0.8pp | 67.9%+13.2pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4395.55%-4395.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,789 | $5,901-18.9% | $6,952-31.1% | $4,028+18.9% |
| Admin fee / account holder | $501 | $5,637-91.1% | $6,732-92.6% | $5,403-90.7% |