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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 | $92,389 | $95,917-3.7% | $79,583+16.1% | $134,545-31.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -14.22% | -2.70%-11.5pp | 0.16%-14.4pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,331 | $3,129-57.5% | $2,414-44.9% | $4,742-71.9% |
| Participant deferral / active EE | $3,247 | $4,694-30.8% | $3,986-18.5% | $6,401-49.3% |
| Admin fee / account holder | $11,299 | $9,132+23.7% | $6,835+65.3% | $11,431-1.2% |