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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 | $57,058 | $175,646-67.5% | $129,118-55.8% | $134,532-57.6% |
| Participation rate | 93.8% | 81.6%+12.2pp | 77.2%+16.5pp | 81.2%+12.5pp |
| Annual return | -11.85% | -11.39%-0.5pp | -10.94%-0.9pp | 418.27%-430.1pp |
| Employer contribution / active EE | $10,547 | $6,355+66.0% | $5,051+108.8% | $4,741+122.5% |
| Participant deferral / active EE | $7,160 | $7,970-10.2% | $6,539+9.5% | $6,401+11.9% |
| Admin fee / account holder | $630 | $23,578-97.3% | $14,305-95.6% | $11,429-94.5% |