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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 | $120,413 | $167,362-28.1% | $143,799-16.3% | $134,532-10.5% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -14.64% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $2,593 | $5,620-53.9% | $4,952-47.6% | $4,741-45.3% |
| Participant deferral / active EE | $5,942 | $6,447-7.8% | $5,638+5.4% | $6,401-7.2% |
| Admin fee / account holder | $19,476 | $18,094+7.6% | $14,677+32.7% | $11,429+70.4% |