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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 | $151,774 | $142,409+6.6% | $119,634+26.9% | $134,545+12.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | -12.46%-5.8pp | -14.98%-3.3pp | 418.37%-436.6pp |
| Employer contribution / active EE | $18,300 | $5,224+250.3% | $4,232+332.4% | $4,742+285.9% |
| Participant deferral / active EE | $27,000 | $6,468+317.4% | $5,601+382.0% | $6,401+321.8% |
| Admin fee / account holder | $1,499 | $13,594-89.0% | $10,329-85.5% | $11,431-86.9% |