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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 | $75,933 | $211,946-64.2% | $169,452-55.2% | $135,380-43.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -7.89% | 3.26%-11.2pp | 1.83%-9.7pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,116 | $5,117-78.2% | $4,157-73.1% | $4,779-76.6% |
| Participant deferral / active EE | $1,274 | $6,075-79.0% | $5,277-75.9% | $5,609-77.3% |
| Admin fee / account holder | $476 | $11,472-95.9% | $9,110-94.8% | $10,828-95.6% |