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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 | $158,964 | $129,959+22.3% | $104,301+52.4% | $134,532+18.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.96% | 42.04%-55.0pp | 24.61%-37.6pp | 418.27%-431.2pp |
| Employer contribution / active EE | $29,472 | $4,185+604.2% | $3,373+773.8% | $4,741+521.6% |
| Participant deferral / active EE | $18,285 | $5,589+227.1% | $4,626+295.3% | $6,401+185.7% |
| Admin fee / account holder | $730 | $9,325-92.2% | $7,340-90.1% | $11,429-93.6% |