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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 | $32,819 | $167,352-80.4% | $143,788-77.2% | $134,509-75.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -12.46% | 0.47%-12.9pp | -0.03%-12.4pp | 418.13%-430.6pp |
| Employer contribution / active EE | $1,234 | $5,620-78.0% | $4,952-75.1% | $4,741-74.0% |
| Participant deferral / active EE | $4,533 | $6,447-29.7% | $5,638-19.6% | $6,400-29.2% |
| Admin fee / account holder | $731 | $18,091-96.0% | $14,675-95.0% | $11,427-93.6% |