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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 | $41,888 | $95,188-56.0% | $76,518-45.3% | $135,380-69.1% |
| Participation rate | 95.0% | 74.4%+20.6pp | 68.0%+27.0pp | 82.6%+12.4pp |
| Annual return | -8.95% | 4.85%-13.8pp | -0.27%-8.7pp | 519.81%-528.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $800 | $4,640-82.8% | $3,836-79.1% | $5,609-85.7% |
| Admin fee / account holder | $493 | $6,249-92.1% | $4,849-89.8% | $10,828-95.4% |