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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 | $56,896 | $142,409-60.0% | $119,634-52.4% | $134,545-57.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.60% | -12.46%-4.1pp | -14.98%-1.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,580 | $5,224-31.5% | $4,232-15.4% | $4,742-24.5% |
| Participant deferral / active EE | $4,114 | $6,468-36.4% | $5,601-26.5% | $6,401-35.7% |
| Admin fee / account holder | $2,679 | $13,594-80.3% | $10,329-74.1% | $11,431-76.6% |