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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 | $73,701 | $211,946-65.2% | $169,452-56.5% | $135,379-45.6% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -8.42% | 3.26%-11.7pp | 1.83%-10.3pp | 519.79%-528.2pp |
| Employer contribution / active EE | $1,553 | $5,117-69.6% | $4,157-62.6% | $4,779-67.5% |
| Participant deferral / active EE | $4,942 | $6,075-18.7% | $5,277-6.4% | $5,609-11.9% |
| Admin fee / account holder | $612 | $11,472-94.7% | $9,110-93.3% | $10,828-94.3% |