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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 | $30,090 | $82,674-63.6% | $125,363-76.0% | $68,495-56.1% |
| Participation rate | 77.5% | 75.0%+2.5pp | 82.4%-4.9pp | 67.9%+9.6pp |
| Annual return | -13.69% | -5.97%-7.7pp | 572.15%-585.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,497 | $3,382+3.4% | $4,815-27.4% | $2,596+34.7% |
| Participant deferral / active EE | $8,173 | $6,111+33.7% | $7,447+9.7% | $4,028+102.9% |
| Admin fee / account holder | $8,805 | $6,276+40.3% | $10,005-12.0% | $5,403+63.0% |