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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 | $37,527 | $167,352-77.6% | $143,788-73.9% | $134,509-72.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.36% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.5pp |
| Employer contribution / active EE | $1,315 | $5,620-76.6% | $4,952-73.4% | $4,741-72.3% |
| Participant deferral / active EE | $2,243 | $6,447-65.2% | $5,638-60.2% | $6,400-65.0% |
| Admin fee / account holder | $913 | $18,091-95.0% | $14,675-93.8% | $11,427-92.0% |