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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 | $64,399 | $211,946-69.6% | $169,452-62.0% | $135,380-52.4% |
| Participation rate | 86.4% | 82.6%+3.7pp | 77.8%+8.6pp | 82.6%+3.7pp |
| Annual return | -7.43% | 3.26%-10.7pp | 1.83%-9.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $4,545 | $5,117-11.2% | $4,157+9.3% | $4,779-4.9% |
| Participant deferral / active EE | $3,257 | $6,075-46.4% | $5,277-38.3% | $5,609-41.9% |
| Admin fee / account holder | $494 | $11,472-95.7% | $9,110-94.6% | $10,828-95.4% |