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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 | $59,868 | $142,392-58.0% | $119,622-50.0% | $134,532-55.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -7.59% | -12.46%+4.9pp | -14.98%+7.4pp | 418.27%-425.9pp |
| Employer contribution / active EE | $8,668 | $5,224+65.9% | $4,232+104.8% | $4,741+82.8% |
| Participant deferral / active EE | $7,577 | $6,467+17.2% | $5,601+35.3% | $6,401+18.4% |
| Admin fee / account holder | $448 | $13,593-96.7% | $10,328-95.7% | $11,429-96.1% |