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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 | $130,661 | $167,353-21.9% | $143,797-9.1% | $134,545-2.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -11.35% | 0.48%-11.8pp | -0.04%-11.3pp | 418.37%-429.7pp |
| Employer contribution / active EE | $9,058 | $5,620+61.2% | $4,952+82.9% | $4,742+91.0% |
| Participant deferral / active EE | $8,887 | $6,447+37.8% | $5,638+57.6% | $6,401+38.8% |
| Admin fee / account holder | $8,486 | $18,096-53.1% | $14,679-42.2% | $11,431-25.8% |