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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 | $55,815 | $142,361-60.8% | $119,608-53.3% | $134,509-58.5% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -13.34% | -12.46%-0.9pp | -14.98%+1.6pp | 418.13%-431.5pp |
| Employer contribution / active EE | $2,940 | $5,224-43.7% | $4,232-30.5% | $4,741-38.0% |
| Participant deferral / active EE | $3,764 | $6,468-41.8% | $5,601-32.8% | $6,400-41.2% |
| Admin fee / account holder | $50,093 | $13,588+268.7% | $10,326+385.1% | $11,427+338.4% |