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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 | $222,164 | $167,362+32.7% | $143,799+54.5% | $134,532+65.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.27% | 0.47%-15.7pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $9,903 | $5,620+76.2% | $4,952+100.0% | $4,741+108.9% |
| Participant deferral / active EE | $16,508 | $6,447+156.0% | $5,638+192.8% | $6,401+157.9% |
| Admin fee / account holder | $3,999 | $18,094-77.9% | $14,677-72.8% | $11,429-65.0% |