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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 | $29,896 | $167,352-82.1% | $143,788-79.2% | $134,509-77.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.13% | 0.47%-19.6pp | -0.03%-19.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $2,177 | $5,620-61.3% | $4,952-56.0% | $4,741-54.1% |
| Participant deferral / active EE | $6,184 | $6,447-4.1% | $5,638+9.7% | $6,400-3.4% |
| Admin fee / account holder | $8,272 | $18,091-54.3% | $14,675-43.6% | $11,427-27.6% |