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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 | $77,266 | $133,981-42.3% | $112,249-31.2% | $134,532-42.6% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -17.71% | 47.16%-64.9pp | 27.48%-45.2pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,999 | $4,040-50.5% | $3,636-45.0% | $4,741-57.8% |
| Participant deferral / active EE | $7,089 | $5,292+34.0% | $4,729+49.9% | $6,401+10.7% |
| Admin fee / account holder | $10,045 | $7,492+34.1% | $6,412+56.6% | $11,429-12.1% |