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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 | $98,684 | $167,362-41.0% | $143,799-31.4% | $134,532-26.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -13.52% | 0.47%-14.0pp | -0.04%-13.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $1,499 | $5,620-73.3% | $4,952-69.7% | $4,741-68.4% |
| Participant deferral / active EE | $6,459 | $6,447+0.2% | $5,638+14.6% | $6,401+0.9% |
| Admin fee / account holder | $908 | $18,094-95.0% | $14,677-93.8% | $11,429-92.1% |