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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 | $42,499 | $129,960-67.3% | $104,299-59.3% | $134,545-68.4% |
| Participation rate | 70.6% | 79.5%-9.0pp | 73.3%-2.7pp | 81.2%-10.6pp |
| Annual return | -16.32% | 42.06%-58.4pp | 24.62%-40.9pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,500 | $4,186-64.2% | $3,373-55.5% | $4,742-68.4% |
| Participant deferral / active EE | $2,972 | $5,589-46.8% | $4,626-35.7% | $6,401-53.6% |
| Admin fee / account holder | $3,514 | $9,324-62.3% | $7,339-52.1% | $11,431-69.3% |