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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 | $18,995 | $167,353-88.6% | $143,797-86.8% | $134,545-85.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -16.13% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,211 | $5,620-60.7% | $4,952-55.3% | $4,742-53.4% |
| Participant deferral / active EE | $4,709 | $6,447-27.0% | $5,638-16.5% | $6,401-26.4% |
| Admin fee / account holder | $2,085 | $18,096-88.5% | $14,679-85.8% | $11,431-81.8% |