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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 | $38,437 | $133,998-71.3% | $112,263-65.8% | $134,545-71.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -15.88% | 47.17%-63.0pp | 27.49%-43.4pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,094 | $5,292-60.4% | $4,729-55.7% | $6,401-67.3% |
| Admin fee / account holder | $2,892 | $7,493-61.4% | $6,410-54.9% | $11,431-74.7% |