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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 | $184,833 | $142,392+29.8% | $119,622+54.5% | $134,532+37.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.39% | -12.46%+5.1pp | -14.98%+7.6pp | 418.27%-425.7pp |
| Employer contribution / active EE | $5,188 | $5,224-0.7% | $4,232+22.6% | $4,741+9.4% |
| Participant deferral / active EE | $10,363 | $6,467+60.2% | $5,601+85.0% | $6,401+61.9% |
| Admin fee / account holder | $930 | $13,593-93.2% | $10,328-91.0% | $11,429-91.9% |