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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 | $56,293 | $167,533-66.4% | $151,645-62.9% | $134,545-58.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -14.85% | 7.81%-22.7pp | 3.34%-18.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,157 | $6,828-68.4% | $6,165-65.0% | $4,742-54.5% |
| Participant deferral / active EE | $4,988 | $8,985-44.5% | $8,363-40.4% | $6,401-22.1% |
| Admin fee / account holder | $37,831 | $13,781+174.5% | $11,614+225.7% | $11,431+231.0% |