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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 | $58,788 | $81,870-28.2% | $119,622-50.9% | $68,486-14.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.07% | -23.82%+11.8pp | -14.98%+2.9pp | -7.85%-4.2pp |
| Employer contribution / active EE | $5,717 | $2,692+112.4% | $4,232+35.1% | $2,597+120.2% |
| Participant deferral / active EE | $3,533 | $4,148-14.8% | $5,601-36.9% | $4,028-12.3% |
| Admin fee / account holder | $1,918 | $6,583-70.9% | $10,328-81.4% | $5,404-64.5% |