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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 | $52,706 | $106,551-50.5% | $91,225-42.2% | $134,532-60.8% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -19.03% | 160.78%-179.8pp | 114.12%-133.1pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,277 | $3,331-61.7% | $2,851-55.2% | $4,741-73.1% |
| Participant deferral / active EE | $4,886 | $4,718+3.6% | $4,233+15.4% | $6,401-23.7% |
| Admin fee / account holder | $794 | $6,234-87.3% | $5,422-85.4% | $11,429-93.1% |