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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 | $92,101 | $167,352-45.0% | $143,788-35.9% | $134,509-31.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.78% | 0.47%-15.2pp | -0.03%-14.7pp | 418.13%-432.9pp |
| Employer contribution / active EE | $10,788 | $5,620+92.0% | $4,952+117.9% | $4,741+127.6% |
| Participant deferral / active EE | $6,791 | $6,447+5.3% | $5,638+20.5% | $6,400+6.1% |
| Admin fee / account holder | $422 | $18,091-97.7% | $14,675-97.1% | $11,427-96.3% |