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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 | $32,865 | $100,805-67.4% | $86,698-62.1% | $134,532-75.6% |
| Participation rate | 70.0% | 79.0%-9.0pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -19.99% | 29.09%-49.1pp | 35.95%-55.9pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,246 | $3,490-35.6% | $2,837-20.8% | $4,741-52.6% |
| Participant deferral / active EE | $9,958 | $5,339+86.5% | $4,656+113.9% | $6,401+55.6% |
| Admin fee / account holder | $3,494 | $10,925-68.0% | $7,493-53.4% | $11,429-69.4% |