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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 | $73,561 | $133,998-45.1% | $112,263-34.5% | $134,545-45.3% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.1%+16.2pp | 81.2%+10.1pp |
| Annual return | -14.17% | 47.17%-61.3pp | 27.49%-41.7pp | 418.37%-432.5pp |
| Employer contribution / active EE | $8,348 | $4,040+106.6% | $3,636+129.6% | $4,742+76.1% |
| Participant deferral / active EE | $6,846 | $5,292+29.4% | $4,729+44.8% | $6,401+7.0% |
| Admin fee / account holder | $12,785 | $7,493+70.6% | $6,410+99.4% | $11,431+11.8% |