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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 | $239,732 | $105,861+126.5% | $90,756+164.1% | $134,509+78.2% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -18.19% | -10.99%-7.2pp | -12.16%-6.0pp | 418.13%-436.3pp |
| Employer contribution / active EE | $3,074 | $3,463-11.2% | $2,922+5.2% | $4,741-35.2% |
| Participant deferral / active EE | $5,824 | $5,217+11.6% | $4,565+27.6% | $6,400-9.0% |
| Admin fee / account holder | $3,209 | $13,938-77.0% | $8,445-62.0% | $11,427-71.9% |