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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 | $81,663 | $100,811-19.0% | $86,698-5.8% | $134,545-39.3% |
| Participation rate | 76.9% | 79.0%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -16.91% | 29.11%-46.0pp | 35.96%-52.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,318 | $3,490-62.2% | $2,837-53.5% | $4,742-72.2% |
| Participant deferral / active EE | $5,382 | $5,339+0.8% | $4,656+15.6% | $6,401-15.9% |
| Admin fee / account holder | $62,381 | $10,926+470.9% | $7,492+732.6% | $11,431+445.7% |