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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 | $218,614 | $90,519+141.5% | $93,789+133.1% | $134,493+62.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 81.0%+6.5pp | 81.2%+6.3pp |
| Annual return | -16.29% | -15.72%-0.6pp | -11.33%-5.0pp | 418.01%-434.3pp |
| Employer contribution / active EE | $6,286 | $4,343+44.7% | $4,323+45.4% | $4,740+32.6% |
| Participant deferral / active EE | $13,449 | $5,978+125.0% | $6,094+120.7% | $6,400+110.1% |
| Admin fee / account holder | $3,450 | $9,252-62.7% | $7,195-52.0% | $11,425-69.8% |