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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 | $140,197 | $167,504-16.3% | $151,628-7.5% | $134,509+4.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -16.23% | 7.81%-24.0pp | 3.34%-19.6pp | 418.13%-434.4pp |
| Employer contribution / active EE | $4,321 | $6,828-36.7% | $6,165-29.9% | $4,741-8.8% |
| Participant deferral / active EE | $10,619 | $8,985+18.2% | $8,363+27.0% | $6,400+65.9% |
| Admin fee / account holder | $1,046 | $13,779-92.4% | $11,613-91.0% | $11,427-90.8% |