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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 | $37,268 | $167,353-77.7% | $143,797-74.1% | $134,545-72.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -9.60% | 0.48%-10.1pp | -0.04%-9.6pp | 418.37%-428.0pp |
| Employer contribution / active EE | $2,295 | $5,620-59.2% | $4,952-53.7% | $4,742-51.6% |
| Participant deferral / active EE | $4,588 | $6,447-28.8% | $5,638-18.6% | $6,401-28.3% |
| Admin fee / account holder | $2,768 | $18,096-84.7% | $14,679-81.1% | $11,431-75.8% |