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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 | $81,133 | $167,533-51.6% | $151,645-46.5% | $134,545-39.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -15.70% | 7.81%-23.5pp | 3.34%-19.0pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,633 | $6,828-61.4% | $6,165-57.3% | $4,742-44.5% |
| Participant deferral / active EE | $8,714 | $8,985-3.0% | $8,363+4.2% | $6,401+36.1% |
| Admin fee / account holder | $1,263 | $13,781-90.8% | $11,614-89.1% | $11,431-88.9% |