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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 | $43,688 | $142,392-69.3% | $119,622-63.5% | $134,532-67.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -8.06% | -12.46%+4.4pp | -14.98%+6.9pp | 418.27%-426.3pp |
| Employer contribution / active EE | $1,547 | $5,224-70.4% | $4,232-63.5% | $4,741-67.4% |
| Participant deferral / active EE | $3,206 | $6,467-50.4% | $5,601-42.8% | $6,401-49.9% |
| Admin fee / account holder | $4,897 | $13,593-64.0% | $10,328-52.6% | $11,429-57.1% |