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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 | $68,664 | $95,895-28.4% | $79,576-13.7% | $134,509-49.0% |
| Participation rate | 70.8% | 75.0%-4.2pp | 69.5%+1.3pp | 81.2%-10.4pp |
| Annual return | -16.06% | -2.72%-13.3pp | 0.15%-16.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $975 | $3,128-68.8% | $2,413-59.6% | $4,741-79.4% |
| Participant deferral / active EE | $3,507 | $4,693-25.3% | $3,985-12.0% | $6,400-45.2% |
| Admin fee / account holder | $2,357 | $9,129-74.2% | $6,834-65.5% | $11,427-79.4% |