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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 | $56,841 | $82,674-31.2% | $125,381-54.7% | $68,486-17.0% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -19.22% | -5.97%-13.2pp | 572.31%-591.5pp | -7.85%-11.4pp |
| Employer contribution / active EE | $4,048 | $3,382+19.7% | $4,815-15.9% | $2,597+55.9% |
| Participant deferral / active EE | $9,802 | $6,111+60.4% | $7,448+31.6% | $4,028+143.4% |
| Admin fee / account holder | $8,080 | $6,277+28.7% | $10,007-19.3% | $5,404+49.5% |