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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 | $202,150 | $82,674+144.5% | $125,363+61.3% | $68,495+195.1% |
| Participation rate | 72.7% | 75.0%-2.3pp | 82.4%-9.6pp | 67.9%+4.8pp |
| Annual return | -18.02% | -5.97%-12.1pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,017 | $3,382-10.8% | $4,815-37.3% | $2,596+16.2% |
| Participant deferral / active EE | $11,283 | $6,111+84.6% | $7,447+51.5% | $4,028+180.2% |
| Admin fee / account holder | $1,894 | $6,276-69.8% | $10,005-81.1% | $5,403-65.0% |