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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 | $56,019 | $167,362-66.5% | $143,799-61.0% | $134,532-58.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.61% | 0.47%-17.1pp | -0.04%-16.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,525 | $5,620-55.1% | $4,952-49.0% | $4,741-46.7% |
| Participant deferral / active EE | $9,585 | $6,447+48.7% | $5,638+70.0% | $6,401+49.7% |
| Admin fee / account holder | $1,400 | $18,094-92.3% | $14,677-90.5% | $11,429-87.7% |