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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 | $163,785 | $167,533-2.2% | $151,645+8.0% | $134,545+21.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.48% | 7.81%-21.3pp | 3.34%-16.8pp | 418.37%-431.9pp |
| Employer contribution / active EE | $4,238 | $6,828-37.9% | $6,165-31.3% | $4,742-10.6% |
| Participant deferral / active EE | $13,571 | $8,985+51.0% | $8,363+62.3% | $6,401+112.0% |
| Admin fee / account holder | $522 | $13,781-96.2% | $11,614-95.5% | $11,431-95.4% |