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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 | $48,218 | $167,362-71.2% | $143,799-66.5% | $134,532-64.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -16.63% | 0.47%-17.1pp | -0.04%-16.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $4,096 | $5,620-27.1% | $4,952-17.3% | $4,741-13.6% |
| Participant deferral / active EE | $2,797 | $6,447-56.6% | $5,638-50.4% | $6,401-56.3% |
| Admin fee / account holder | $2,722 | $18,094-85.0% | $14,677-81.5% | $11,429-76.2% |