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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 | $58,766 | $167,362-64.9% | $143,799-59.1% | $134,532-56.3% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -18.91% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $10,003 | $5,620+78.0% | $4,952+102.0% | $4,741+111.0% |
| Participant deferral / active EE | $6,257 | $6,447-3.0% | $5,638+11.0% | $6,401-2.3% |
| Admin fee / account holder | $399 | $18,094-97.8% | $14,677-97.3% | $11,429-96.5% |