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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 | $66,491 | $167,352-60.3% | $143,788-53.8% | $134,509-50.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.11% | 0.47%-19.6pp | -0.03%-19.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,444 | $5,620-74.3% | $4,952-70.8% | $4,741-69.5% |
| Participant deferral / active EE | $5,281 | $6,447-18.1% | $5,638-6.3% | $6,400-17.5% |
| Admin fee / account holder | $555 | $18,091-96.9% | $14,675-96.2% | $11,427-95.1% |