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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 | $12,463 | $67,372-81.5% | $60,906-79.5% | $134,532-90.7% |
| Participation rate | 76.2% | 76.2%0pp | 73.1%+3.1pp | 81.2%-5.0pp |
| Annual return | -19.55% | 50.05%-69.6pp | 16.94%-36.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,313 | $4,532-71.0% | $3,814-65.6% | $6,401-79.5% |
| Admin fee / account holder | $1,721 | $4,588-62.5% | $3,227-46.7% | $11,429-84.9% |