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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 | $141,566 | $133,981+5.7% | $112,249+26.1% | $134,532+5.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.54% | 47.16%-62.7pp | 27.48%-43.0pp | 418.27%-433.8pp |
| Employer contribution / active EE | $22,600 | $4,040+459.4% | $3,636+521.5% | $4,741+376.7% |
| Participant deferral / active EE | $14,121 | $5,292+166.8% | $4,729+198.6% | $6,401+120.6% |
| Admin fee / account holder | $464 | $7,492-93.8% | $6,412-92.8% | $11,429-95.9% |