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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 | $94,600 | $167,352-43.5% | $143,788-34.2% | $134,509-29.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -15.02% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $2,647 | $5,620-52.9% | $4,952-46.5% | $4,741-44.2% |
| Participant deferral / active EE | $4,172 | $6,447-35.3% | $5,638-26.0% | $6,400-34.8% |
| Admin fee / account holder | $2,019 | $18,091-88.8% | $14,675-86.2% | $11,427-82.3% |