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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 | $41,584 | $100,792-58.7% | $86,691-52.0% | $134,509-69.1% |
| Participation rate | 70.6% | 78.9%-8.4pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -17.00% | 29.08%-46.1pp | 35.94%-52.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,429 | $5,339-17.0% | $4,656-4.9% | $6,400-30.8% |
| Admin fee / account holder | $4,091 | $10,924-62.6% | $7,492-45.4% | $11,427-64.2% |