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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 | $35,055 | $105,867-66.9% | $90,760-61.4% | $134,532-73.9% |
| Participation rate | 82.4% | 78.3%+4.1pp | 75.7%+6.7pp | 81.2%+1.1pp |
| Annual return | -18.96% | -10.99%-8.0pp | -12.16%-6.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,124 | $3,464-67.5% | $2,922-61.5% | $4,741-76.3% |
| Participant deferral / active EE | $1,593 | $5,217-69.5% | $4,565-65.1% | $6,401-75.1% |
| Admin fee / account holder | $2,597 | $13,936-81.4% | $8,444-69.2% | $11,429-77.3% |