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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 | $18,356 | $100,811-81.8% | $86,698-78.8% | $134,545-86.4% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -17.74% | 29.11%-46.9pp | 35.96%-53.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,935 | $3,490-44.6% | $2,837-31.8% | $4,742-59.2% |
| Participant deferral / active EE | $2,813 | $5,339-47.3% | $4,656-39.6% | $6,401-56.1% |
| Admin fee / account holder | $1,099 | $10,926-89.9% | $7,492-85.3% | $11,431-90.4% |