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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 | $187,051 | $167,362+11.8% | $143,799+30.1% | $134,532+39.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.50% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $3,831 | $5,620-31.8% | $4,952-22.6% | $4,741-19.2% |
| Participant deferral / active EE | $4,013 | $6,447-37.8% | $5,638-28.8% | $6,401-37.3% |
| Admin fee / account holder | $14,119 | $18,094-22.0% | $14,677-3.8% | $11,429+23.5% |