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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 | $73,043 | $142,409-48.7% | $119,634-38.9% | $134,545-45.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -18.29% | -12.46%-5.8pp | -14.98%-3.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $6,916 | $5,224+32.4% | $4,232+63.4% | $4,742+45.8% |
| Participant deferral / active EE | $9,540 | $6,468+47.5% | $5,601+70.3% | $6,401+49.0% |
| Admin fee / account holder | $8,157 | $13,594-40.0% | $10,329-21.0% | $11,431-28.6% |