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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 | $88,974 | $129,960-31.5% | $104,299-14.7% | $134,545-33.9% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -19.56% | 42.06%-61.6pp | 24.62%-44.2pp | 418.37%-437.9pp |
| Employer contribution / active EE | $7,664 | $4,186+83.1% | $3,373+127.2% | $4,742+61.6% |
| Participant deferral / active EE | $10,504 | $5,589+87.9% | $4,626+127.1% | $6,401+64.1% |
| Admin fee / account holder | $2,595 | $9,324-72.2% | $7,339-64.6% | $11,431-77.3% |