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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 | $156,346 | $90,467+72.8% | $93,759+66.8% | $134,532+16.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -15.27% | -15.72%+0.4pp | -11.33%-3.9pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,355 | $4,345-45.8% | $4,324-45.5% | $4,741-50.3% |
| Participant deferral / active EE | $2,877 | $5,980-51.9% | $6,096-52.8% | $6,401-55.1% |
| Admin fee / account holder | $5,068 | $9,258-45.3% | $7,197-29.6% | $11,429-55.7% |