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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 | $82,224 | $167,533-50.9% | $151,645-45.8% | $134,545-38.9% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -19.60% | 7.81%-27.4pp | 3.34%-22.9pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,760 | $6,828-59.6% | $6,165-55.2% | $4,742-41.8% |
| Participant deferral / active EE | $9,265 | $8,985+3.1% | $8,363+10.8% | $6,401+44.7% |
| Admin fee / account holder | $415 | $13,781-97.0% | $11,614-96.4% | $11,431-96.4% |