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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 | $183,489 | $167,362+9.6% | $143,799+27.6% | $134,532+36.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.30% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $4,223 | $5,620-24.9% | $4,952-14.7% | $4,741-10.9% |
| Participant deferral / active EE | $13,471 | $6,447+108.9% | $5,638+138.9% | $6,401+110.5% |
| Admin fee / account holder | $21,425 | $18,094+18.4% | $14,677+46.0% | $11,429+87.5% |