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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 | $45,025 | $167,504-73.1% | $151,628-70.3% | $134,509-66.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.22% | 7.81%-27.0pp | 3.34%-22.6pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,725 | $6,828-74.7% | $6,165-72.0% | $4,741-63.6% |
| Participant deferral / active EE | $5,677 | $8,985-36.8% | $8,363-32.1% | $6,400-11.3% |
| Admin fee / account holder | $8,897 | $13,779-35.4% | $11,613-23.4% | $11,427-22.1% |