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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 | $63,388 | $93,098-31.9% | $77,081-17.8% | $134,509-52.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -13.28% | 62.63%-75.9pp | 42.33%-55.6pp | 418.13%-431.4pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,544 | $5,239-70.5% | $4,428-65.1% | $6,400-75.9% |
| Admin fee / account holder | $4,716 | $6,945-32.1% | $5,427-13.1% | $11,427-58.7% |