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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 | $55,117 | $82,314-33.0% | $68,808-19.9% | $134,532-59.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.5pp |
| Annual return | -17.32% | -2.18%-15.1pp | -6.37%-10.9pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,003 | $3,301-39.3% | $2,656-24.6% | $4,741-57.8% |
| Participant deferral / active EE | $4,921 | $4,740+3.8% | $3,942+24.8% | $6,401-23.1% |
| Admin fee / account holder | $2,968 | $6,484-54.2% | $4,936-39.9% | $11,429-74.0% |