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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 | $147,068 | $190,879-23.0% | $160,009-8.1% | $134,532+9.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.0%+12.9pp | 81.2%+9.7pp |
| Annual return | -18.91% | 552.63%-571.5pp | 408.85%-427.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $14,534 | $4,995+191.0% | $4,225+244.0% | $4,741+206.6% |
| Participant deferral / active EE | $15,307 | $6,924+121.1% | $6,183+147.6% | $6,401+139.1% |
| Admin fee / account holder | $732 | $10,495-93.0% | $8,715-91.6% | $11,429-93.6% |