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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 | $116,352 | $127,387-8.7% | $115,038+1.1% | $125,389-7.2% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -1.68% | 31.28%-33.0pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,541 | $5,166-50.8% | $4,608-44.8% | $4,866-47.8% |
| Participant deferral / active EE | $3,973 | $6,423-38.1% | $6,026-34.1% | $5,352-25.8% |
| Admin fee / account holder | $40,516 | $9,516+325.8% | $8,175+395.6% | $9,541+324.7% |