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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 | $109,517 | $105,866+3.4% | $90,766+20.7% | $134,545-18.6% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -19.39% | -10.99%-8.4pp | -12.16%-7.2pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,503 | $3,464-56.6% | $2,922-48.6% | $4,742-68.3% |
| Participant deferral / active EE | $5,910 | $5,217+13.3% | $4,565+29.5% | $6,401-7.7% |
| Admin fee / account holder | $1,397 | $13,938-90.0% | $8,446-83.5% | $11,431-87.8% |