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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 | $41,362 | $59,116-30.0% | $86,438-52.1% | $68,486-39.6% |
| Participation rate | 74.1% | 75.2%-1.1pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -18.93% | -0.23%-18.7pp | 4397.19%-4416.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,126 | $2,519+24.1% | $3,769-17.1% | $2,597+20.4% |
| Participant deferral / active EE | $5,868 | $5,902-0.6% | $6,952-15.6% | $4,028+45.7% |
| Admin fee / account holder | $2,012 | $5,639-64.3% | $6,733-70.1% | $5,404-62.8% |