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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 | $27,661 | $133,998-79.4% | $112,263-75.4% | $134,545-79.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -15.48% | 47.17%-62.6pp | 27.49%-43.0pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,529 | $4,040-62.2% | $3,636-57.9% | $4,742-67.8% |
| Participant deferral / active EE | $4,237 | $5,292-20.0% | $4,729-10.4% | $6,401-33.8% |
| Admin fee / account holder | $394 | $7,493-94.7% | $6,410-93.8% | $11,431-96.6% |