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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 | $173,146 | $95,917+80.5% | $79,583+117.6% | $134,545+28.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.85% | -2.70%-14.1pp | 0.16%-17.0pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,713 | $3,129+18.6% | $2,414+53.8% | $4,742-21.7% |
| Participant deferral / active EE | $11,689 | $4,694+149.0% | $3,986+193.3% | $6,401+82.6% |
| Admin fee / account holder | $1,750 | $9,132-80.8% | $6,835-74.4% | $11,431-84.7% |