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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 | $73,900 | $95,917-23.0% | $79,583-7.1% | $134,545-45.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -8.85% | -2.70%-6.1pp | 0.16%-9.0pp | 418.37%-427.2pp |
| Employer contribution / active EE | $1,652 | $3,129-47.2% | $2,414-31.6% | $4,742-65.2% |
| Participant deferral / active EE | $3,991 | $4,694-15.0% | $3,986+0.1% | $6,401-37.7% |
| Admin fee / account holder | $158,917 | $9,132+1640.2% | $6,835+2225.0% | $11,431+1290.3% |