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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 | $44,589 | $100,792-55.8% | $86,691-48.6% | $134,509-66.9% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -18.63% | 29.08%-47.7pp | 35.94%-54.6pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,744 | $3,491-50.0% | $2,837-38.5% | $4,741-63.2% |
| Participant deferral / active EE | $3,417 | $5,339-36.0% | $4,656-26.6% | $6,400-46.6% |
| Admin fee / account holder | $1,111 | $10,924-89.8% | $7,492-85.2% | $11,427-90.3% |