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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 | $194,735 | $167,362+16.4% | $143,799+35.4% | $134,532+44.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.61% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $14,768 | $5,620+162.7% | $4,952+198.2% | $4,741+211.5% |
| Participant deferral / active EE | $13,498 | $6,447+109.3% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $1,161 | $18,094-93.6% | $14,677-92.1% | $11,429-89.8% |