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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 | $71,932 | $100,792-28.6% | $86,691-17.0% | $134,509-46.5% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -20.01% | 29.08%-49.1pp | 35.94%-55.9pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,208 | $3,491-65.4% | $2,837-57.4% | $4,741-74.5% |
| Participant deferral / active EE | $2,926 | $5,339-45.2% | $4,656-37.2% | $6,400-54.3% |
| Admin fee / account holder | $885 | $10,924-91.9% | $7,492-88.2% | $11,427-92.3% |