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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 | $90,002 | $147,167-38.8% | $111,392-19.2% | $135,379-33.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 78.9%+1.1pp | 82.6%-2.6pp |
| Annual return | -6.94% | -4.44%-2.5pp | -2.06%-4.9pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,320 | $5,204-74.6% | $4,328-69.5% | $4,779-72.4% |
| Participant deferral / active EE | $6,062 | $6,565-7.7% | $5,567+8.9% | $5,609+8.1% |
| Admin fee / account holder | $5,094 | $20,270-74.9% | $12,266-58.5% | $10,828-53.0% |