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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 | $79,036 | $167,362-52.8% | $143,799-45.0% | $134,532-41.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.64% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,850 | $5,620-67.1% | $4,952-62.6% | $4,741-61.0% |
| Participant deferral / active EE | $3,140 | $6,447-51.3% | $5,638-44.3% | $6,401-50.9% |
| Admin fee / account holder | $5,284 | $18,094-70.8% | $14,677-64.0% | $11,429-53.8% |