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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 | $43,549 | $95,917-54.6% | $79,583-45.3% | $134,545-67.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -18.48% | -2.70%-15.8pp | 0.16%-18.6pp | 418.37%-436.9pp |
| Employer contribution / active EE | $3,379 | $3,129+8.0% | $2,414+40.0% | $4,742-28.7% |
| Participant deferral / active EE | $6,397 | $4,694+36.3% | $3,986+60.5% | $6,401-0.1% |
| Admin fee / account holder | $7,817 | $9,132-14.4% | $6,835+14.4% | $11,431-31.6% |