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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 | $154,973 | $97,020+59.7% | $83,327+86.0% | $135,380+14.5% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -3.84% | 12.31%-16.2pp | 10.64%-14.5pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,930 | $5,964-34.1% | $5,565-29.4% | $5,609-29.9% |
| Admin fee / account holder | $31,005 | $8,426+268.0% | $7,540+311.2% | $10,828+186.3% |