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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 | $19,903 | $129,959-84.7% | $104,301-80.9% | $134,532-85.2% |
| Participation rate | 81.0% | 79.5%+1.4pp | 73.3%+7.7pp | 81.2%-0.3pp |
| Annual return | -19.47% | 42.04%-61.5pp | 24.61%-44.1pp | 418.27%-437.7pp |
| Employer contribution / active EE | $3,687 | $4,185-11.9% | $3,373+9.3% | $4,741-22.2% |
| Participant deferral / active EE | $2,416 | $5,589-56.8% | $4,626-47.8% | $6,401-62.2% |
| Admin fee / account holder | $1,142 | $9,325-87.8% | $7,340-84.4% | $11,429-90.0% |