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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 | $126,202 | $142,392-11.4% | $119,622+5.5% | $134,532-6.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.01% | -12.46%+0.5pp | -14.98%+3.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $5,871 | $5,224+12.4% | $4,232+38.7% | $4,741+23.8% |
| Participant deferral / active EE | $8,410 | $6,467+30.0% | $5,601+50.2% | $6,401+31.4% |
| Admin fee / account holder | $8,419 | $13,593-38.1% | $10,328-18.5% | $11,429-26.3% |