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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 | $128,239 | $90,467+41.8% | $93,759+36.8% | $134,532-4.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -15.84% | -15.72%-0.1pp | -11.33%-4.5pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,673 | $4,345-61.5% | $4,324-61.3% | $4,741-64.7% |
| Participant deferral / active EE | $5,988 | $5,980+0.1% | $6,096-1.8% | $6,401-6.5% |
| Admin fee / account holder | $12,594 | $9,258+36.0% | $7,197+75.0% | $11,429+10.2% |