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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 | $108,844 | $167,522-35.0% | $151,639-28.2% | $134,532-19.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -13.44% | 7.81%-21.2pp | 3.34%-16.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,550 | $6,828-77.3% | $6,165-74.9% | $4,741-67.3% |
| Participant deferral / active EE | $7,115 | $8,986-20.8% | $8,363-14.9% | $6,401+11.1% |
| Admin fee / account holder | $969 | $13,780-93.0% | $11,613-91.7% | $11,429-91.5% |