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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 | $161,247 | $167,362-3.7% | $143,799+12.1% | $134,532+19.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.64% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,187 | $5,620-61.1% | $4,952-55.8% | $4,741-53.9% |
| Participant deferral / active EE | $5,201 | $6,447-19.3% | $5,638-7.8% | $6,401-18.7% |
| Admin fee / account holder | $8,137 | $18,094-55.0% | $14,677-44.6% | $11,429-28.8% |