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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 | $61,713 | $167,353-63.1% | $143,797-57.1% | $134,545-54.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.53% | 0.48%-14.0pp | -0.04%-13.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,770 | $5,620-68.5% | $4,952-64.3% | $4,742-62.7% |
| Participant deferral / active EE | $5,479 | $6,447-15.0% | $5,638-2.8% | $6,401-14.4% |
| Admin fee / account holder | $655 | $18,096-96.4% | $14,679-95.5% | $11,431-94.3% |