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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 | $89,271 | $67,352+32.5% | $60,899+46.6% | $134,509-33.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -15.74% | 49.99%-65.7pp | 16.92%-32.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,710 | $4,539-62.3% | $3,817-55.2% | $6,400-73.3% |
| Admin fee / account holder | $10,580 | $4,585+130.8% | $3,225+228.1% | $11,427-7.4% |