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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 | $26,304 | $84,499-68.9% | $125,391-79.0% | $66,949-60.7% |
| Participation rate | 78.3% | 76.4%+1.8pp | 82.4%-4.1pp | 69.8%+8.4pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.41%-572.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $3,009 | $3,554-15.3% | $4,816-37.5% | $2,545+18.2% |
| Participant deferral / active EE | $6,716 | $6,785-1.0% | $7,448-9.8% | $4,239+58.4% |
| Admin fee / account holder | $1,792 | $685+161.5% | $10,009-82.1% | $594+201.8% |