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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 | $63,656 | $93,098-31.6% | $77,081-17.4% | $134,509-52.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -14.78% | 62.63%-77.4pp | 42.33%-57.1pp | 418.13%-432.9pp |
| Employer contribution / active EE | $3,293 | $3,419-3.7% | $2,813+17.0% | $4,741-30.5% |
| Participant deferral / active EE | $7,231 | $5,239+38.0% | $4,428+63.3% | $6,400+13.0% |
| Admin fee / account holder | $2,242 | $6,945-67.7% | $5,427-58.7% | $11,427-80.4% |