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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 | $68,407 | $167,522-59.2% | $151,639-54.9% | $134,532-49.2% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.5%-5.1pp | 81.2%+1.1pp |
| Annual return | -17.53% | 7.81%-25.3pp | 3.34%-20.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,037 | $6,828-70.2% | $6,165-67.0% | $4,741-57.0% |
| Participant deferral / active EE | $3,740 | $8,986-58.4% | $8,363-55.3% | $6,401-41.6% |
| Admin fee / account holder | $2,258 | $13,780-83.6% | $11,613-80.6% | $11,429-80.2% |