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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 | $72,212 | $167,362-56.9% | $143,799-49.8% | $134,532-46.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -10.56% | 0.47%-11.0pp | -0.04%-10.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $2,033 | $5,620-63.8% | $4,952-58.9% | $4,741-57.1% |
| Participant deferral / active EE | $3,787 | $6,447-41.3% | $5,638-32.8% | $6,401-40.8% |
| Admin fee / account holder | $16,937 | $18,094-6.4% | $14,677+15.4% | $11,429+48.2% |