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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 | $158,670 | $167,352-5.2% | $143,788+10.3% | $134,509+18.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.12% | 0.47%-14.6pp | -0.03%-14.1pp | 418.13%-432.3pp |
| Employer contribution / active EE | $12,248 | $5,620+117.9% | $4,952+147.3% | $4,741+158.4% |
| Participant deferral / active EE | $5,784 | $6,447-10.3% | $5,638+2.6% | $6,400-9.6% |
| Admin fee / account holder | $5,674 | $18,091-68.6% | $14,675-61.3% | $11,427-50.3% |