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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 | $39,901 | $82,678-51.7% | $125,391-68.2% | $68,490-41.7% |
| Participation rate | 82.4% | 75.1%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $4,458 | $3,382+31.8% | $4,816-7.4% | $2,597+71.7% |
| Participant deferral / active EE | $8,307 | $6,111+35.9% | $7,448+11.5% | $4,028+106.2% |
| Admin fee / account holder | $5,564 | $6,277-11.4% | $10,009-44.4% | $5,403+3.0% |