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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 | $37,575 | $131,835-71.5% | $108,582-65.4% | $273,972-86.3% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 8.16% | -91.57%+99.7pp | -51.70%+59.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,389 | $4,913-71.7% | $3,758-63.0% | $4,869-71.5% |
| Participant deferral / active EE | $2,732 | $5,127-46.7% | $4,311-36.6% | $5,287-48.3% |
| Admin fee / account holder | $3,225 | $10,253-68.5% | $7,645-57.8% | $10,133-68.2% |