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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 | $63,827 | $99,032-35.5% | $80,022-20.2% | $135,380-52.9% |
| Participation rate | 73.3% | 78.4%-5.0pp | 75.8%-2.5pp | 82.6%-9.3pp |
| Annual return | -5.64% | 15.39%-21.0pp | 11.22%-16.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,133 | $3,043-62.8% | $2,468-54.1% | $4,779-76.3% |
| Participant deferral / active EE | $2,973 | $4,282-30.6% | $3,686-19.4% | $5,609-47.0% |
| Admin fee / account holder | $6,241 | $10,436-40.2% | $6,521-4.3% | $10,828-42.4% |