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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 | $109,195 | $167,352-34.8% | $143,788-24.1% | $134,509-18.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.62% | 0.47%-14.1pp | -0.03%-13.6pp | 418.13%-431.7pp |
| Employer contribution / active EE | $4,840 | $5,620-13.9% | $4,952-2.3% | $4,741+2.1% |
| Participant deferral / active EE | $5,597 | $6,447-13.2% | $5,638-0.7% | $6,400-12.6% |
| Admin fee / account holder | $1,109 | $18,091-93.9% | $14,675-92.4% | $11,427-90.3% |