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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 | $142,001 | $167,353-15.1% | $143,797-1.2% | $134,545+5.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -11.60% | 0.48%-12.1pp | -0.04%-11.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $3,597 | $5,620-36.0% | $4,952-27.4% | $4,742-24.1% |
| Participant deferral / active EE | $6,802 | $6,447+5.5% | $5,638+20.6% | $6,401+6.3% |
| Admin fee / account holder | $2,353 | $18,096-87.0% | $14,679-84.0% | $11,431-79.4% |