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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 | $37,345 | $167,352-77.7% | $143,788-74.0% | $134,509-72.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.48% | 0.47%-19.9pp | -0.03%-19.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $2,165 | $5,620-61.5% | $4,952-56.3% | $4,741-54.3% |
| Participant deferral / active EE | $4,476 | $6,447-30.6% | $5,638-20.6% | $6,400-30.1% |
| Admin fee / account holder | $1,952 | $18,091-89.2% | $14,675-86.7% | $11,427-82.9% |