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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 | $207,887 | $142,409+46.0% | $119,634+73.8% | $134,545+54.5% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.18% | -12.46%-3.7pp | -14.98%-1.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $8,077 | $5,224+54.6% | $4,232+90.8% | $4,742+70.4% |
| Participant deferral / active EE | $19,581 | $6,468+202.7% | $5,601+249.6% | $6,401+205.9% |
| Admin fee / account holder | $24,394 | $13,594+79.4% | $10,329+136.2% | $11,431+113.4% |