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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 | $42,859 | $167,353-74.4% | $143,797-70.2% | $134,545-68.1% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -17.61% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,182 | $5,620-43.4% | $4,952-35.8% | $4,742-32.9% |
| Participant deferral / active EE | $5,499 | $6,447-14.7% | $5,638-2.5% | $6,401-14.1% |
| Admin fee / account holder | $2,674 | $18,096-85.2% | $14,679-81.8% | $11,431-76.6% |