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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 | $75,972 | $131,835-42.4% | $108,582-30.0% | $273,972-72.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 6.93% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,920 | $4,913-60.9% | $3,758-48.9% | $4,869-60.6% |
| Participant deferral / active EE | $6,993 | $5,127+36.4% | $4,311+62.2% | $5,287+32.3% |
| Admin fee / account holder | $339 | $10,253-96.7% | $7,645-95.6% | $10,133-96.7% |