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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 | $25,859 | $57,352-54.9% | $83,830-69.2% | $64,173-59.7% |
| Participation rate | 79.1% | 68.6%+10.5pp | 76.1%+2.9pp | 69.6%+9.5pp |
| Annual return | -8.36% | 11.38%-19.7pp | 850.97%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,482 | $2,993+49.7% | $4,082+9.8% | $3,470+29.2% |
| Admin fee / account holder | $497 | $4,046-87.7% | $5,479-90.9% | $4,887-89.8% |