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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 | $44,818 | $142,392-68.5% | $119,622-62.5% | $134,532-66.7% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -11.77% | -12.46%+0.7pp | -14.98%+3.2pp | 418.27%-430.0pp |
| Employer contribution / active EE | $1,553 | $5,224-70.3% | $4,232-63.3% | $4,741-67.2% |
| Participant deferral / active EE | $2,285 | $6,467-64.7% | $5,601-59.2% | $6,401-64.3% |
| Admin fee / account holder | $457 | $13,593-96.6% | $10,328-95.6% | $11,429-96.0% |