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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 | $19,010 | $117,777-83.9% | $71,778-73.5% | $134,545-85.9% |
| Participation rate | 80.0% | 68.9%+11.1pp | 62.3%+17.7pp | 81.2%-1.2pp |
| Annual return | -21.10% | 25.46%-46.6pp | 9.15%-30.3pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,558 | $2,525-38.3% | $1,704-8.6% | $4,742-67.1% |
| Participant deferral / active EE | $1,939 | $3,756-48.4% | $2,656-27.0% | $6,401-69.7% |
| Admin fee / account holder | $1,617 | $6,379-74.7% | $3,974-59.3% | $11,431-85.9% |