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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 | $64,775 | $167,353-61.3% | $143,797-55.0% | $134,545-51.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.05% | 0.48%-19.5pp | -0.04%-19.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,532 | $5,620-55.0% | $4,952-48.9% | $4,742-46.6% |
| Participant deferral / active EE | $6,437 | $6,447-0.2% | $5,638+14.2% | $6,401+0.6% |
| Admin fee / account holder | $555 | $18,096-96.9% | $14,679-96.2% | $11,431-95.1% |