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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 | $118,539 | $142,409-16.8% | $119,634-0.9% | $134,545-11.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -16.24% | -12.46%-3.8pp | -14.98%-1.3pp | 418.37%-434.6pp |
| Employer contribution / active EE | $2,872 | $5,224-45.0% | $4,232-32.1% | $4,742-39.4% |
| Participant deferral / active EE | $5,315 | $6,468-17.8% | $5,601-5.1% | $6,401-17.0% |
| Admin fee / account holder | $3,120 | $13,594-77.1% | $10,329-69.8% | $11,431-72.7% |