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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 | $58,575 | $87,546-33.1% | $75,784-22.7% | $125,389-53.3% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -0.50% | 13.49%-14.0pp | 9.68%-10.2pp | 282.24%-282.7pp |
| Employer contribution / active EE | $3,699 | $3,930-5.9% | $3,323+11.3% | $4,866-24.0% |
| Participant deferral / active EE | $9,900 | $4,230+134.1% | $3,652+171.1% | $5,352+85.0% |
| Admin fee / account holder | $51,367 | $6,503+689.9% | $5,300+869.2% | $9,541+438.4% |