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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 | $60,644 | $167,362-63.8% | $143,799-57.8% | $134,532-54.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -14.32% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,470 | $5,620-38.3% | $4,952-29.9% | $4,741-26.8% |
| Participant deferral / active EE | $6,603 | $6,447+2.4% | $5,638+17.1% | $6,401+3.2% |
| Admin fee / account holder | $625 | $18,094-96.5% | $14,677-95.7% | $11,429-94.5% |