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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 | $39,181 | $167,353-76.6% | $143,797-72.8% | $134,545-70.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.89% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,789 | $5,620-50.4% | $4,952-43.7% | $4,742-41.2% |
| Participant deferral / active EE | $4,470 | $6,447-30.7% | $5,638-20.7% | $6,401-30.2% |
| Admin fee / account holder | $2,089 | $18,096-88.5% | $14,679-85.8% | $11,431-81.7% |