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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 | $47,110 | $167,503-71.9% | $151,627-68.9% | $134,493-65.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -16.73% | 7.80%-24.5pp | 3.33%-20.1pp | 418.01%-434.7pp |
| Employer contribution / active EE | $3,195 | $6,829-53.2% | $6,166-48.2% | $4,740-32.6% |
| Participant deferral / active EE | $5,806 | $8,985-35.4% | $8,363-30.6% | $6,400-9.3% |
| Admin fee / account holder | $17,646 | $13,777+28.1% | $11,612+52.0% | $11,425+54.5% |