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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 | $119,946 | $105,867+13.3% | $90,760+32.2% | $134,532-10.8% |
| Participation rate | 91.3% | 78.3%+13.1pp | 75.7%+15.6pp | 81.2%+10.1pp |
| Annual return | -1.80% | -10.99%+9.2pp | -12.16%+10.4pp | 418.27%-420.1pp |
| Employer contribution / active EE | $9,763 | $3,464+181.9% | $2,922+234.2% | $4,741+105.9% |
| Participant deferral / active EE | $7,743 | $5,217+48.4% | $4,565+69.6% | $6,401+21.0% |
| Admin fee / account holder | $24,481 | $13,936+75.7% | $8,444+189.9% | $11,429+114.2% |