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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 | $41,867 | $82,288-49.1% | $68,790-39.1% | $134,493-68.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 69.0%+4.3pp | 81.2%-7.9pp |
| Annual return | -17.29% | -2.19%-15.1pp | -6.38%-10.9pp | 418.01%-435.3pp |
| Employer contribution / active EE | $3,753 | $3,301+13.7% | $2,655+41.3% | $4,740-20.8% |
| Participant deferral / active EE | $8,549 | $4,738+80.4% | $3,941+116.9% | $6,400+33.6% |
| Admin fee / account holder | $563 | $6,482-91.3% | $4,934-88.6% | $11,425-95.1% |