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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 | $82,979 | $100,805-17.7% | $86,698-4.3% | $134,532-38.3% |
| Participation rate | 78.6% | 79.0%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -17.14% | 29.09%-46.2pp | 35.95%-53.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $9,976 | $3,490+185.9% | $2,837+251.7% | $4,741+110.4% |
| Participant deferral / active EE | $7,276 | $5,339+36.3% | $4,656+56.3% | $6,401+13.7% |
| Admin fee / account holder | $15,888 | $10,925+45.4% | $7,493+112.0% | $11,429+39.0% |