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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 | $162,369 | $167,362-3.0% | $143,799+12.9% | $134,532+20.7% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -15.25% | 0.47%-15.7pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $4,253 | $5,620-24.3% | $4,952-14.1% | $4,741-10.3% |
| Participant deferral / active EE | $10,859 | $6,447+68.4% | $5,638+92.6% | $6,401+69.6% |
| Admin fee / account holder | $2,441 | $18,094-86.5% | $14,677-83.4% | $11,429-78.6% |