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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 | $119,471 | $167,353-28.6% | $143,797-16.9% | $134,545-11.2% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -15.69% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $3,291 | $5,620-41.4% | $4,952-33.5% | $4,742-30.6% |
| Participant deferral / active EE | $6,626 | $6,447+2.8% | $5,638+17.5% | $6,401+3.5% |
| Admin fee / account holder | $2,052 | $18,096-88.7% | $14,679-86.0% | $11,431-82.0% |