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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 | $99,874 | $167,353-40.3% | $143,797-30.5% | $134,545-25.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -16.85% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $11,751 | $5,620+109.1% | $4,952+137.3% | $4,742+147.8% |
| Participant deferral / active EE | $9,605 | $6,447+49.0% | $5,638+70.3% | $6,401+50.0% |
| Admin fee / account holder | $5,279 | $18,096-70.8% | $14,679-64.0% | $11,431-53.8% |