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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 | $121,135 | $211,946-42.8% | $169,452-28.5% | $135,379-10.5% |
| Participation rate | 94.7% | 82.6%+12.1pp | 77.8%+17.0pp | 82.6%+12.1pp |
| Annual return | -4.02% | 3.26%-7.3pp | 1.83%-5.9pp | 519.79%-523.8pp |
| Employer contribution / active EE | $1,950 | $5,117-61.9% | $4,157-53.1% | $4,779-59.2% |
| Participant deferral / active EE | $6,305 | $6,075+3.8% | $5,277+19.5% | $5,609+12.4% |
| Admin fee / account holder | $608 | $11,472-94.7% | $9,110-93.3% | $10,828-94.4% |