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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 | $30,372 | $106,551-71.5% | $91,225-66.7% | $134,532-77.4% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -20.51% | 160.78%-181.3pp | 114.12%-134.6pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,203 | $3,331-33.9% | $2,851-22.7% | $4,741-53.5% |
| Participant deferral / active EE | $3,021 | $4,718-36.0% | $4,233-28.7% | $6,401-52.8% |
| Admin fee / account holder | $1,348 | $6,234-78.4% | $5,422-75.1% | $11,429-88.2% |