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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 | $41,288 | $167,353-75.3% | $143,797-71.3% | $134,545-69.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.02% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,649 | $5,620-52.9% | $4,952-46.5% | $4,742-44.1% |
| Participant deferral / active EE | $6,534 | $6,447+1.3% | $5,638+15.9% | $6,401+2.1% |
| Admin fee / account holder | $8,393 | $18,096-53.6% | $14,679-42.8% | $11,431-26.6% |