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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 | $31,887 | $65,704-51.5% | $94,229-66.2% | $59,633-46.5% |
| Participation rate | 93.5% | 72.1%+21.4pp | 78.8%+14.8pp | 68.7%+24.9pp |
| Annual return | -0.65% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,562 | $3,143-50.3% | $4,320-63.8% | $3,192-51.1% |
| Admin fee / account holder | $1,965 | $4,265-53.9% | $6,269-68.7% | $4,297-54.3% |