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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 | $67,645 | $73,848-8.4% | $143,799-53.0% | $68,486-1.2% |
| Participation rate | 97.9% | 66.7%+31.3pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -15.95% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $5,309 | $3,184+66.7% | $4,952+7.2% | $2,597+104.5% |
| Participant deferral / active EE | $5,472 | $3,385+61.7% | $5,638-2.9% | $4,028+35.9% |
| Admin fee / account holder | $4,535 | $5,755-21.2% | $14,677-69.1% | $5,404-16.1% |