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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 | $34,701 | $106,557-67.4% | $91,227-62.0% | $134,545-74.2% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -16.54% | 160.81%-177.4pp | 114.14%-130.7pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,017 | $3,332-69.5% | $2,851-64.3% | $4,742-78.6% |
| Participant deferral / active EE | $3,665 | $4,719-22.3% | $4,234-13.4% | $6,401-42.8% |
| Admin fee / account holder | $13,055 | $6,235+109.4% | $5,423+140.7% | $11,431+14.2% |