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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 | $129,845 | $142,392-8.8% | $119,622+8.5% | $134,532-3.5% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -16.85% | -12.46%-4.4pp | -14.98%-1.9pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,215 | $5,224-38.5% | $4,232-24.0% | $4,741-32.2% |
| Participant deferral / active EE | $7,312 | $6,467+13.1% | $5,601+30.6% | $6,401+14.2% |
| Admin fee / account holder | $2,687 | $13,593-80.2% | $10,328-74.0% | $11,429-76.5% |