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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 | $169,617 | $142,392+19.1% | $119,622+41.8% | $134,532+26.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.51% | -12.46%-4.1pp | -14.98%-1.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $17,499 | $5,224+235.0% | $4,232+313.5% | $4,741+269.1% |
| Participant deferral / active EE | $10,093 | $6,467+56.1% | $5,601+80.2% | $6,401+57.7% |
| Admin fee / account holder | $16,787 | $13,593+23.5% | $10,328+62.5% | $11,429+46.9% |