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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 | $21,376 | $142,361-85.0% | $119,608-82.1% | $134,509-84.1% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -16.59% | -12.46%-4.1pp | -14.98%-1.6pp | 418.13%-434.7pp |
| Employer contribution / active EE | $1,433 | $5,224-72.6% | $4,232-66.1% | $4,741-69.8% |
| Participant deferral / active EE | $4,946 | $6,468-23.5% | $5,601-11.7% | $6,400-22.7% |
| Admin fee / account holder | $1,479 | $13,588-89.1% | $10,326-85.7% | $11,427-87.1% |