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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 | $112,526 | $142,361-21.0% | $119,608-5.9% | $134,509-16.3% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | 2.42% | -12.46%+14.9pp | -14.98%+17.4pp | 418.13%-415.7pp |
| Employer contribution / active EE | $7,936 | $5,224+51.9% | $4,232+87.5% | $4,741+67.4% |
| Participant deferral / active EE | $5,941 | $6,468-8.2% | $5,601+6.1% | $6,400-7.2% |
| Admin fee / account holder | $40,313 | $13,588+196.7% | $10,326+290.4% | $11,427+252.8% |