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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 | $141,470 | $167,362-15.5% | $143,799-1.6% | $134,532+5.2% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -17.26% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $7,359 | $5,620+30.9% | $4,952+48.6% | $4,741+55.2% |
| Participant deferral / active EE | $7,858 | $6,447+21.9% | $5,638+39.4% | $6,401+22.8% |
| Admin fee / account holder | $1,238 | $18,094-93.2% | $14,677-91.6% | $11,429-89.2% |