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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 | $78,438 | $131,835-40.5% | $108,582-27.8% | $273,972-71.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 6.05% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $12,003 | $4,913+144.3% | $3,758+219.4% | $4,869+146.5% |
| Participant deferral / active EE | $7,228 | $5,127+41.0% | $4,311+67.7% | $5,287+36.7% |
| Admin fee / account holder | $540 | $10,253-94.7% | $7,645-92.9% | $10,133-94.7% |