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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 | $20,994 | $54,370-61.4% | $82,763-74.6% | $68,490-69.3% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -17.77% | -13.67%-4.1pp | 702.45%-720.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,801 | $2,219-18.8% | $3,008-40.1% | $2,597-30.6% |
| Participant deferral / active EE | $3,022 | $3,247-6.9% | $4,395-31.2% | $4,028-25.0% |
| Admin fee / account holder | $1,065 | $4,398-75.8% | $5,325-80.0% | $5,403-80.3% |