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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 | $162,958 | $167,353-2.6% | $143,797+13.3% | $134,545+21.1% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -15.78% | 0.48%-16.3pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,459 | $5,620-74.0% | $4,952-70.5% | $4,742-69.2% |
| Participant deferral / active EE | $2,700 | $6,447-58.1% | $5,638-52.1% | $6,401-57.8% |
| Admin fee / account holder | $651 | $18,096-96.4% | $14,679-95.6% | $11,431-94.3% |