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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 | $50,813 | $56,339-9.8% | $104,301-51.3% | $68,486-25.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -19.04% | -9.19%-9.9pp | 24.61%-43.7pp | -7.85%-11.2pp |
| Employer contribution / active EE | $5,156 | $1,960+163.1% | $3,373+52.9% | $2,597+98.6% |
| Participant deferral / active EE | $4,698 | $3,077+52.7% | $4,626+1.6% | $4,028+16.6% |
| Admin fee / account holder | $6,152 | $4,902+25.5% | $7,340-16.2% | $5,404+13.8% |