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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 | $29,932 | $167,362-82.1% | $143,799-79.2% | $134,532-77.8% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -18.04% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $9,250 | $5,620+64.6% | $4,952+86.8% | $4,741+95.1% |
| Participant deferral / active EE | $4,601 | $6,447-28.6% | $5,638-18.4% | $6,401-28.1% |
| Admin fee / account holder | $1,970 | $18,094-89.1% | $14,677-86.6% | $11,429-82.8% |