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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 | $67,794 | $92,219-26.5% | $76,768-11.7% | $135,379-49.9% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -7.74% | 5.46%-13.2pp | 2.43%-10.2pp | 519.79%-527.5pp |
| Employer contribution / active EE | $2,028 | $3,216-36.9% | $2,485-18.4% | $4,779-57.6% |
| Participant deferral / active EE | $3,969 | $4,508-12.0% | $3,852+3.0% | $5,609-29.2% |
| Admin fee / account holder | $4,391 | $10,749-59.2% | $6,675-34.2% | $10,828-59.4% |