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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 | $54,735 | $129,959-57.9% | $104,301-47.5% | $134,532-59.3% |
| Participation rate | 91.3% | 79.5%+11.8pp | 73.3%+18.0pp | 81.2%+10.1pp |
| Annual return | -17.28% | 42.04%-59.3pp | 24.61%-41.9pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,516 | $4,185-63.8% | $3,373-55.0% | $4,741-68.0% |
| Participant deferral / active EE | $3,723 | $5,589-33.4% | $4,626-19.5% | $6,401-41.8% |
| Admin fee / account holder | $587 | $9,325-93.7% | $7,340-92.0% | $11,429-94.9% |