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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 | $63,469 | $167,362-62.1% | $143,799-55.9% | $134,532-52.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -9.88% | 0.47%-10.4pp | -0.04%-9.8pp | 418.27%-428.1pp |
| Employer contribution / active EE | $5,177 | $5,620-7.9% | $4,952+4.5% | $4,741+9.2% |
| Participant deferral / active EE | $5,628 | $6,447-12.7% | $5,638-0.2% | $6,401-12.1% |
| Admin fee / account holder | $481 | $18,094-97.3% | $14,677-96.7% | $11,429-95.8% |