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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 | $89,080 | $167,353-46.8% | $143,797-38.1% | $134,545-33.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -17.08% | 0.48%-17.6pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $4,502 | $5,620-19.9% | $4,952-9.1% | $4,742-5.1% |
| Participant deferral / active EE | $3,960 | $6,447-38.6% | $5,638-29.8% | $6,401-38.1% |
| Admin fee / account holder | $3,688 | $18,096-79.6% | $14,679-74.9% | $11,431-67.7% |