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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 | $120,160 | $133,981-10.3% | $112,249+7.0% | $134,532-10.7% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -19.89% | 47.16%-67.1pp | 27.48%-47.4pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,452 | $4,040-64.0% | $3,636-60.1% | $4,741-69.4% |
| Participant deferral / active EE | $6,983 | $5,292+32.0% | $4,729+47.7% | $6,401+9.1% |
| Admin fee / account holder | $671 | $7,492-91.0% | $6,412-89.5% | $11,429-94.1% |