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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 | $148,455 | $142,392+4.3% | $119,622+24.1% | $134,532+10.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.55% | -12.46%-4.1pp | -14.98%-1.6pp | 418.27%-434.8pp |
| Employer contribution / active EE | $11,295 | $5,224+116.2% | $4,232+166.9% | $4,741+138.2% |
| Participant deferral / active EE | $9,874 | $6,467+52.7% | $5,601+76.3% | $6,401+54.3% |
| Admin fee / account holder | $732 | $13,593-94.6% | $10,328-92.9% | $11,429-93.6% |