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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 | $79,454 | $142,409-44.2% | $119,634-33.6% | $134,545-40.9% |
| Participation rate | 86.7% | 82.8%+3.8pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -18.40% | -12.46%-5.9pp | -14.98%-3.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $5,219 | $5,224-0.1% | $4,232+23.3% | $4,742+10.1% |
| Participant deferral / active EE | $8,051 | $6,468+24.5% | $5,601+43.7% | $6,401+25.8% |
| Admin fee / account holder | $711 | $13,594-94.8% | $10,329-93.1% | $11,431-93.8% |