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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 | $50,592 | $142,392-64.5% | $119,622-57.7% | $134,532-62.4% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -16.78% | -12.46%-4.3pp | -14.98%-1.8pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,579 | $5,224-69.8% | $4,232-62.7% | $4,741-66.7% |
| Participant deferral / active EE | $2,648 | $6,467-59.1% | $5,601-52.7% | $6,401-58.6% |
| Admin fee / account holder | $1,867 | $13,593-86.3% | $10,328-81.9% | $11,429-83.7% |