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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 | $39,351 | $167,522-76.5% | $151,639-74.0% | $134,532-70.7% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -19.89% | 7.81%-27.7pp | 3.34%-23.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,853 | $6,828-43.6% | $6,165-37.5% | $4,741-18.7% |
| Participant deferral / active EE | $8,929 | $8,986-0.6% | $8,363+6.8% | $6,401+39.5% |
| Admin fee / account holder | $359 | $13,780-97.4% | $11,613-96.9% | $11,429-96.9% |