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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 | $43,232 | $167,353-74.2% | $143,797-69.9% | $134,545-67.9% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -13.14% | 0.48%-13.6pp | -0.04%-13.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $2,058 | $5,620-63.4% | $4,952-58.4% | $4,742-56.6% |
| Participant deferral / active EE | $4,033 | $6,447-37.4% | $5,638-28.5% | $6,401-37.0% |
| Admin fee / account holder | $5,040 | $18,096-72.1% | $14,679-65.7% | $11,431-55.9% |