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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 | $116,644 | $167,352-30.3% | $143,788-18.9% | $134,509-13.3% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -15.49% | 0.47%-16.0pp | -0.03%-15.5pp | 418.13%-433.6pp |
| Employer contribution / active EE | $2,743 | $5,620-51.2% | $4,952-44.6% | $4,741-42.1% |
| Participant deferral / active EE | $5,456 | $6,447-15.4% | $5,638-3.2% | $6,400-14.8% |
| Admin fee / account holder | $924 | $18,091-94.9% | $14,675-93.7% | $11,427-91.9% |