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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 | $44,066 | $167,362-73.7% | $143,799-69.4% | $134,532-67.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -15.99% | 0.47%-16.5pp | -0.04%-15.9pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,384 | $5,620-75.4% | $4,952-72.1% | $4,741-70.8% |
| Participant deferral / active EE | $5,621 | $6,447-12.8% | $5,638-0.3% | $6,401-12.2% |
| Admin fee / account holder | $2,908 | $18,094-83.9% | $14,677-80.2% | $11,429-74.6% |