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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 | $158,559 | $167,362-5.3% | $143,799+10.3% | $134,532+17.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -13.17% | 0.47%-13.6pp | -0.04%-13.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $1,550 | $5,620-72.4% | $4,952-68.7% | $4,741-67.3% |
| Participant deferral / active EE | $5,213 | $6,447-19.1% | $5,638-7.5% | $6,401-18.6% |
| Admin fee / account holder | $166,734 | $18,094+821.5% | $14,677+1036.0% | $11,429+1358.9% |