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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 | $215,616 | $142,409+51.4% | $119,634+80.2% | $134,545+60.3% |
| Participation rate | 77.8% | 82.8%-5.1pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | -14.20% | -12.46%-1.7pp | -14.98%+0.8pp | 418.37%-432.6pp |
| Employer contribution / active EE | $4,131 | $5,224-20.9% | $4,232-2.4% | $4,742-12.9% |
| Participant deferral / active EE | $12,355 | $6,468+91.0% | $5,601+120.6% | $6,401+93.0% |
| Admin fee / account holder | $5,852 | $13,594-57.0% | $10,329-43.3% | $11,431-48.8% |