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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 | $43,305 | $54,355-20.3% | $82,744-47.7% | $68,486-36.8% |
| Participation rate | 76.7% | 63.9%+12.7pp | 72.6%+4.1pp | 67.9%+8.8pp |
| Annual return | -16.20% | -13.67%-2.5pp | 702.22%-718.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,727 | $2,219-22.2% | $3,008-42.6% | $2,597-33.5% |
| Participant deferral / active EE | $3,590 | $3,246+10.6% | $4,395-18.3% | $4,028-10.9% |
| Admin fee / account holder | $4,119 | $4,397-6.3% | $5,325-22.6% | $5,404-23.8% |