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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 | $158,391 | $175,646-9.8% | $129,118+22.7% | $134,545+17.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -14.17% | -11.39%-2.8pp | -10.94%-3.2pp | 418.37%-432.5pp |
| Employer contribution / active EE | $21,484 | $6,355+238.1% | $5,051+325.3% | $4,742+353.1% |
| Participant deferral / active EE | $13,091 | $7,970+64.2% | $6,539+100.2% | $6,401+104.5% |
| Admin fee / account holder | $1,492 | $23,578-93.7% | $14,305-89.6% | $11,431-87.0% |