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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 | $226,843 | $167,362+35.5% | $143,799+57.8% | $134,532+68.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.86% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $15,947 | $5,620+183.7% | $4,952+222.0% | $4,741+236.4% |
| Participant deferral / active EE | $23,248 | $6,447+260.6% | $5,638+312.3% | $6,401+263.2% |
| Admin fee / account holder | $635 | $18,094-96.5% | $14,677-95.7% | $11,429-94.4% |