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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 | $175,162 | $97,027+80.5% | $83,323+110.2% | $135,382+29.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -8.90% | 12.31%-21.2pp | 10.63%-19.5pp | 519.77%-528.7pp |
| Employer contribution / active EE | $7,333 | $4,143+77.0% | $3,379+117.0% | $4,779+53.4% |
| Participant deferral / active EE | $13,845 | $5,964+132.1% | $5,565+148.8% | $5,609+146.8% |
| Admin fee / account holder | $2,390 | $8,427-71.6% | $7,539-68.3% | $10,829-77.9% |