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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 | $164,826 | $142,392+15.8% | $119,622+37.8% | $134,532+22.5% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -16.17% | -12.46%-3.7pp | -14.98%-1.2pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,119 | $5,224-59.4% | $4,232-49.9% | $4,741-55.3% |
| Participant deferral / active EE | $6,436 | $6,467-0.5% | $5,601+14.9% | $6,401+0.5% |
| Admin fee / account holder | $2,919 | $13,593-78.5% | $10,328-71.7% | $11,429-74.5% |