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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 | $72,291 | $167,522-56.8% | $151,639-52.3% | $134,532-46.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -19.60% | 7.81%-27.4pp | 3.34%-22.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $2,285 | $6,828-66.5% | $6,165-62.9% | $4,741-51.8% |
| Participant deferral / active EE | $9,069 | $8,986+0.9% | $8,363+8.4% | $6,401+41.7% |
| Admin fee / account holder | $369 | $13,780-97.3% | $11,613-96.8% | $11,429-96.8% |