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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 | $184,947 | $142,392+29.9% | $119,622+54.6% | $134,532+37.5% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -18.43% | -12.46%-6.0pp | -14.98%-3.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $3,982 | $5,224-23.8% | $4,232-5.9% | $4,741-16.0% |
| Participant deferral / active EE | $9,533 | $6,467+47.4% | $5,601+70.2% | $6,401+48.9% |
| Admin fee / account holder | $7,851 | $13,593-42.2% | $10,328-24.0% | $11,429-31.3% |