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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 | $156,780 | $142,409+10.1% | $119,634+31.0% | $134,545+16.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.05% | -12.46%+6.4pp | -14.98%+8.9pp | 418.37%-424.4pp |
| Employer contribution / active EE | $15,279 | $5,224+192.5% | $4,232+261.0% | $4,742+222.2% |
| Participant deferral / active EE | $12,436 | $6,468+92.3% | $5,601+122.0% | $6,401+94.3% |
| Admin fee / account holder | $804 | $13,594-94.1% | $10,329-92.2% | $11,431-93.0% |