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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 | $180,332 | $167,323+7.8% | $143,770+25.4% | $134,493+34.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.77% | 0.47%-12.2pp | -0.04%-11.7pp | 418.01%-429.8pp |
| Employer contribution / active EE | $1,309 | $5,619-76.7% | $4,951-73.6% | $4,740-72.4% |
| Participant deferral / active EE | $14,221 | $6,446+120.6% | $5,638+152.3% | $6,400+122.2% |
| Admin fee / account holder | $13,607 | $18,088-24.8% | $14,673-7.3% | $11,425+19.1% |