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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 | $77,537 | $168,635-54.0% | $147,617-47.5% | $125,389-38.2% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -1.51% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,442 | $6,252-76.9% | $5,564-74.1% | $4,866-70.4% |
| Participant deferral / active EE | $2,783 | $5,507-49.5% | $4,895-43.2% | $5,352-48.0% |
| Admin fee / account holder | $8,743 | $13,580-35.6% | $11,612-24.7% | $9,541-8.4% |