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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 | $48,761 | $54,355-10.3% | $82,744-41.1% | $68,486-28.8% |
| Participation rate | 76.6% | 63.9%+12.6pp | 72.6%+4.0pp | 67.9%+8.7pp |
| Annual return | -12.72% | -13.67%+0.9pp | 702.22%-714.9pp | -7.85%-4.9pp |
| Employer contribution / active EE | $1,820 | $2,219-18.0% | $3,008-39.5% | $2,597-29.9% |
| Participant deferral / active EE | $3,150 | $3,246-3.0% | $4,395-28.3% | $4,028-21.8% |
| Admin fee / account holder | $9,878 | $4,397+124.7% | $5,325+85.5% | $5,404+82.8% |