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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 | $166,714 | $90,448+84.3% | $93,786+77.8% | $134,545+23.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.43% | -15.71%+0.3pp | -11.32%-4.1pp | 418.37%-433.8pp |
| Employer contribution / active EE | $29,119 | $4,349+569.6% | $4,328+572.9% | $4,742+514.1% |
| Participant deferral / active EE | $17,126 | $5,983+186.3% | $6,100+180.8% | $6,401+167.5% |
| Admin fee / account holder | $5,307 | $9,232-42.5% | $7,184-26.1% | $11,431-53.6% |