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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 | $49,634 | $142,409-65.1% | $119,634-58.5% | $134,545-63.1% |
| Participation rate | 70.8% | 82.8%-12.0pp | 79.3%-8.4pp | 81.2%-10.4pp |
| Annual return | -11.41% | -12.46%+1.0pp | -14.98%+3.6pp | 418.37%-429.8pp |
| Employer contribution / active EE | $2,344 | $5,224-55.1% | $4,232-44.6% | $4,742-50.6% |
| Participant deferral / active EE | $4,148 | $6,468-35.9% | $5,601-25.9% | $6,401-35.2% |
| Admin fee / account holder | $1,841 | $13,594-86.5% | $10,329-82.2% | $11,431-83.9% |