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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 | $110,771 | $133,981-17.3% | $112,249-1.3% | $134,532-17.7% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -10.49% | 47.16%-57.6pp | 27.48%-38.0pp | 418.27%-428.8pp |
| Employer contribution / active EE | $2,120 | $4,040-47.5% | $3,636-41.7% | $4,741-55.3% |
| Participant deferral / active EE | $4,381 | $5,292-17.2% | $4,729-7.4% | $6,401-31.6% |
| Admin fee / account holder | $1,273 | $7,492-83.0% | $6,412-80.1% | $11,429-88.9% |