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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 | $170,352 | $95,917+77.6% | $79,583+114.1% | $134,545+26.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.42% | -2.70%-13.7pp | 0.16%-16.6pp | 418.37%-434.8pp |
| Employer contribution / active EE | $4,930 | $3,129+57.6% | $2,414+104.3% | $4,742+4.0% |
| Participant deferral / active EE | $8,020 | $4,694+70.9% | $3,986+101.2% | $6,401+25.3% |
| Admin fee / account holder | $3,929 | $9,132-57.0% | $6,835-42.5% | $11,431-65.6% |