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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 | $173,088 | $64,729+167.4% | $112,263+54.2% | $68,490+152.7% |
| Participation rate | 83.1% | 67.2%+15.9pp | 75.1%+8.0pp | 67.9%+15.2pp |
| Annual return | -17.92% | -11.40%-6.5pp | 27.49%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,326 | $3,566+105.5% | $4,729+54.9% | $4,028+81.9% |
| Admin fee / account holder | $2,085 | $5,222-60.1% | $6,410-67.5% | $5,403-61.4% |