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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 | $46,600 | $90,448-48.5% | $93,786-50.3% | $134,545-65.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.41% | -15.71%-2.7pp | -11.32%-7.1pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,777 | $4,349-59.1% | $4,328-58.9% | $4,742-62.5% |
| Participant deferral / active EE | $11,674 | $5,983+95.1% | $6,100+91.4% | $6,401+82.4% |
| Admin fee / account holder | $2,354 | $9,232-74.5% | $7,184-67.2% | $11,431-79.4% |