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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 | $44,669 | $129,960-65.6% | $104,299-57.2% | $134,545-66.8% |
| Participation rate | 72.7% | 79.5%-6.8pp | 73.3%-0.5pp | 81.2%-8.5pp |
| Annual return | -18.80% | 42.06%-60.9pp | 24.62%-43.4pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,282 | $4,186-69.4% | $3,373-62.0% | $4,742-73.0% |
| Participant deferral / active EE | $3,473 | $5,589-37.9% | $4,626-24.9% | $6,401-45.7% |
| Admin fee / account holder | $1,577 | $9,324-83.1% | $7,339-78.5% | $11,431-86.2% |