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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 | $207,555 | $142,409+45.7% | $119,634+73.5% | $134,545+54.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.59% | -12.46%-4.1pp | -14.98%-1.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $9,196 | $5,224+76.0% | $4,232+117.3% | $4,742+94.0% |
| Participant deferral / active EE | $8,119 | $6,468+25.5% | $5,601+44.9% | $6,401+26.8% |
| Admin fee / account holder | $60,650 | $13,594+346.1% | $10,329+487.2% | $11,431+430.6% |