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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 | $63,763 | $73,863-13.7% | $143,797-55.7% | $68,490-6.9% |
| Participation rate | 87.7% | 66.7%+21.0pp | 80.3%+7.4pp | 67.9%+19.8pp |
| Annual return | -16.65% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $7,733 | $3,185+142.8% | $4,952+56.1% | $2,597+197.8% |
| Participant deferral / active EE | $11,005 | $3,385+225.1% | $5,638+95.2% | $4,028+173.2% |
| Admin fee / account holder | $556 | $5,756-90.3% | $14,679-96.2% | $5,403-89.7% |