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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 | $39,110 | $106,557-63.3% | $91,227-57.1% | $134,545-70.9% |
| Participation rate | 70.6% | 76.8%-6.2pp | 73.2%-2.6pp | 81.2%-10.6pp |
| Annual return | -19.97% | 160.81%-180.8pp | 114.14%-134.1pp | 418.37%-438.3pp |
| Employer contribution / active EE | $2,210 | $3,332-33.7% | $2,851-22.5% | $4,742-53.4% |
| Participant deferral / active EE | $1,400 | $4,719-70.3% | $4,234-66.9% | $6,401-78.1% |
| Admin fee / account holder | $2,045 | $6,235-67.2% | $5,423-62.3% | $11,431-82.1% |