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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 | $98,390 | $167,362-41.2% | $143,799-31.6% | $134,532-26.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.49% | 0.47%-18.0pp | -0.04%-17.4pp | 418.27%-435.8pp |
| Employer contribution / active EE | $7,803 | $5,620+38.8% | $4,952+57.6% | $4,741+64.6% |
| Participant deferral / active EE | $5,944 | $6,447-7.8% | $5,638+5.4% | $6,401-7.1% |
| Admin fee / account holder | $1,543 | $18,094-91.5% | $14,677-89.5% | $11,429-86.5% |