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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 | $27,835 | $27,632+0.7% | $61,399-54.7% | $68,495-59.4% |
| Participation rate | 85.7% | 39.5%+46.2pp | 52.6%+33.1pp | 67.9%+17.8pp |
| Annual return | -14.42% | -13.24%-1.2pp | 338.81%-353.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,318 | $1,264+83.4% | $2,124+9.1% | $4,028-42.4% |
| Admin fee / account holder | $906 | $2,010-54.9% | $2,131-57.5% | $5,403-83.2% |