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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 | $64,470 | $131,835-51.1% | $108,582-40.6% | $273,972-76.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,124 | $4,913-77.1% | $3,758-70.1% | $4,869-76.9% |
| Participant deferral / active EE | $4,706 | $5,127-8.2% | $4,311+9.2% | $5,287-11.0% |
| Admin fee / account holder | $58,541 | $10,253+471.0% | $7,645+665.7% | $10,133+477.7% |