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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 | $66,596 | $167,352-60.2% | $143,788-53.7% | $134,509-50.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.35% | 0.47%-16.8pp | -0.03%-16.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $8,517 | $5,620+51.5% | $4,952+72.0% | $4,741+79.7% |
| Participant deferral / active EE | $3,366 | $6,447-47.8% | $5,638-40.3% | $6,400-47.4% |
| Admin fee / account holder | $8,127 | $18,091-55.1% | $14,675-44.6% | $11,427-28.9% |