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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 | $166,150 | $167,353-0.7% | $143,797+15.5% | $134,545+23.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.75% | 0.48%-13.2pp | -0.04%-12.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $13,977 | $5,620+148.7% | $4,952+182.2% | $4,742+194.8% |
| Participant deferral / active EE | $4,278 | $6,447-33.6% | $5,638-24.1% | $6,401-33.2% |
| Admin fee / account holder | $174,773 | $18,096+865.8% | $14,679+1090.6% | $11,431+1429.0% |