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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 | $38,934 | $54,370-28.4% | $82,763-53.0% | $68,490-43.2% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -15.57% | -13.67%-1.9pp | 702.45%-718.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,010 | $2,219-54.5% | $3,008-66.4% | $2,597-61.1% |
| Participant deferral / active EE | $1,870 | $3,247-42.4% | $4,395-57.5% | $4,028-53.6% |
| Admin fee / account holder | $32,050 | $4,398+628.7% | $5,325+501.9% | $5,403+493.2% |