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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 | $41,100 | $93,098-55.9% | $77,081-46.7% | $134,509-69.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -13.02% | 62.63%-75.7pp | 42.33%-55.3pp | 418.13%-431.2pp |
| Employer contribution / active EE | $2,216 | $3,419-35.2% | $2,813-21.2% | $4,741-53.2% |
| Participant deferral / active EE | $11,764 | $5,239+124.5% | $4,428+165.7% | $6,400+83.8% |
| Admin fee / account holder | $2,565 | $6,945-63.1% | $5,427-52.7% | $11,427-77.6% |