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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 | $221,060 | $97,020+127.9% | $83,322+165.3% | $135,379+63.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.64% | 12.31%-16.0pp | 10.64%-14.3pp | 519.79%-523.4pp |
| Employer contribution / active EE | $13,122 | $4,144+216.7% | $3,379+288.3% | $4,779+174.6% |
| Participant deferral / active EE | $17,353 | $5,964+191.0% | $5,565+211.8% | $5,609+209.4% |
| Admin fee / account holder | $396 | $8,426-95.3% | $7,540-94.8% | $10,828-96.3% |