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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 | $244,759 | $105,867+131.2% | $90,760+169.7% | $134,532+81.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.69% | -10.99%-6.7pp | -12.16%-5.5pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,154 | $3,464-37.8% | $2,922-26.3% | $4,741-54.6% |
| Participant deferral / active EE | $17,233 | $5,217+230.3% | $4,565+277.5% | $6,401+169.2% |
| Admin fee / account holder | $4,150 | $13,936-70.2% | $8,444-50.9% | $11,429-63.7% |