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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 | $126,176 | $167,362-24.6% | $143,799-12.3% | $134,532-6.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -17.37% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $8,432 | $5,620+50.0% | $4,952+70.3% | $4,741+77.9% |
| Participant deferral / active EE | $5,897 | $6,447-8.5% | $5,638+4.6% | $6,401-7.9% |
| Admin fee / account holder | $1,282 | $18,094-92.9% | $14,677-91.3% | $11,429-88.8% |