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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 | $189,498 | $142,361+33.1% | $119,608+58.4% | $134,509+40.9% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.2pp |
| Annual return | -12.10% | -12.46%+0.4pp | -14.98%+2.9pp | 418.13%-430.2pp |
| Employer contribution / active EE | $6,463 | $5,224+23.7% | $4,232+52.7% | $4,741+36.3% |
| Participant deferral / active EE | $5,863 | $6,468-9.4% | $5,601+4.7% | $6,400-8.4% |
| Admin fee / account holder | $4,812 | $13,588-64.6% | $10,326-53.4% | $11,427-57.9% |