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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 | $51,102 | $82,028-37.7% | $123,105-58.5% | $59,633-14.3% |
| Participation rate | 76.5% | 83.2%-6.7pp | 86.8%-10.3pp | 68.7%+7.8pp |
| Annual return | -1.24% | 5.12%-6.4pp | 13.22%-14.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,371 | $4,667-49.2% | $6,229-61.9% | $3,192-25.7% |
| Admin fee / account holder | $2,430 | $5,879-58.7% | $9,014-73.0% | $4,297-43.4% |