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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 | $159,766 | $142,392+12.2% | $119,622+33.6% | $134,532+18.8% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -15.17% | -12.46%-2.7pp | -14.98%-0.2pp | 418.27%-433.4pp |
| Employer contribution / active EE | $2,009 | $5,224-61.6% | $4,232-52.5% | $4,741-57.6% |
| Participant deferral / active EE | $3,609 | $6,467-44.2% | $5,601-35.6% | $6,401-43.6% |
| Admin fee / account holder | $1,063 | $13,593-92.2% | $10,328-89.7% | $11,429-90.7% |