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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 | $60,727 | $167,533-63.8% | $151,645-60.0% | $134,545-54.9% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.5%+2.0pp | 81.2%+8.2pp |
| Annual return | -16.60% | 7.81%-24.4pp | 3.34%-19.9pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,895 | $6,828-57.6% | $6,165-53.0% | $4,742-38.9% |
| Participant deferral / active EE | $5,491 | $8,985-38.9% | $8,363-34.3% | $6,401-14.2% |
| Admin fee / account holder | $5,228 | $13,781-62.1% | $11,614-55.0% | $11,431-54.3% |