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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 | $23,836 | $142,409-83.3% | $119,634-80.1% | $134,545-82.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -18.81% | -12.46%-6.4pp | -14.98%-3.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,204 | $5,224-38.7% | $4,232-24.3% | $4,742-32.4% |
| Participant deferral / active EE | $8,949 | $6,468+38.4% | $5,601+59.8% | $6,401+39.8% |
| Admin fee / account holder | $1,021 | $13,594-92.5% | $10,329-90.1% | $11,431-91.1% |