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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 | $119,718 | $81,870+46.2% | $119,634+0.1% | $68,490+74.8% |
| Participation rate | 83.6% | 71.9%+11.7pp | 79.3%+4.3pp | 67.9%+15.7pp |
| Annual return | -13.79% | -23.82%+10.0pp | -14.98%+1.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,349 | $4,148+4.8% | $5,601-22.4% | $4,028+8.0% |
| Admin fee / account holder | $5,634 | $6,583-14.4% | $10,329-45.5% | $5,403+4.3% |