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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 | $159,218 | $190,862-16.6% | $159,991-0.5% | $134,509+18.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.98% | 552.59%-567.6pp | 408.82%-423.8pp | 418.13%-433.1pp |
| Employer contribution / active EE | $3,932 | $4,995-21.3% | $4,225-6.9% | $4,741-17.1% |
| Participant deferral / active EE | $16,800 | $6,924+142.6% | $6,183+171.7% | $6,400+162.5% |
| Admin fee / account holder | $1,911 | $10,495-81.8% | $8,715-78.1% | $11,427-83.3% |