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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 | $173,635 | $167,362+3.7% | $143,799+20.7% | $134,532+29.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.19% | 0.47%-19.7pp | -0.04%-19.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $4,936 | $5,620-12.2% | $4,952-0.3% | $4,741+4.1% |
| Participant deferral / active EE | $12,952 | $6,447+100.9% | $5,638+129.7% | $6,401+102.4% |
| Admin fee / account holder | $1,909 | $18,094-89.4% | $14,677-87.0% | $11,429-83.3% |