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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 | $66,736 | $142,392-53.1% | $119,622-44.2% | $134,532-50.4% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -17.52% | -12.46%-5.1pp | -14.98%-2.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,925 | $5,224-63.1% | $4,232-54.5% | $4,741-59.4% |
| Participant deferral / active EE | $8,649 | $6,467+33.7% | $5,601+54.4% | $6,401+35.1% |
| Admin fee / account holder | $16,411 | $13,593+20.7% | $10,328+58.9% | $11,429+43.6% |