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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 | $130,732 | $90,467+44.5% | $93,759+39.4% | $134,509-2.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.52% | -15.72%-0.8pp | -11.33%-5.2pp | 418.13%-434.7pp |
| Employer contribution / active EE | $8,668 | $4,345+99.5% | $4,324+100.4% | $4,741+82.8% |
| Participant deferral / active EE | $8,813 | $5,980+47.4% | $6,096+44.6% | $6,400+37.7% |
| Admin fee / account holder | $9,028 | $9,258-2.5% | $7,197+25.4% | $11,427-21.0% |