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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 | $163,316 | $167,353-2.4% | $143,797+13.6% | $134,545+21.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.57% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $4,030 | $5,620-28.3% | $4,952-18.6% | $4,742-15.0% |
| Participant deferral / active EE | $6,392 | $6,447-0.9% | $5,638+13.4% | $6,401-0.1% |
| Admin fee / account holder | $4,954 | $18,096-72.6% | $14,679-66.2% | $11,431-56.7% |