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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 | $42,057 | $142,409-70.5% | $119,634-64.8% | $134,545-68.7% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -14.10% | -12.46%-1.6pp | -14.98%+0.9pp | 418.37%-432.5pp |
| Employer contribution / active EE | $2,046 | $5,224-60.8% | $4,232-51.7% | $4,742-56.8% |
| Participant deferral / active EE | $6,668 | $6,468+3.1% | $5,601+19.0% | $6,401+4.2% |
| Admin fee / account holder | $395 | $13,594-97.1% | $10,329-96.2% | $11,431-96.5% |