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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 | $47,058 | $54,357-13.4% | $82,706-43.1% | $68,495-31.3% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -7.50% | -13.67%+6.2pp | 701.76%-709.3pp | -7.84%+0.3pp |
| Employer contribution / active EE | $432 | $2,218-80.5% | $3,007-85.6% | $2,596-83.4% |
| Participant deferral / active EE | $3,942 | $3,246+21.4% | $4,394-10.3% | $4,028-2.1% |
| Admin fee / account holder | $790 | $4,396-82.0% | $5,329-85.2% | $5,403-85.4% |