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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 | $138,676 | $133,981+3.5% | $112,249+23.5% | $134,532+3.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.29% | 47.16%-66.5pp | 27.48%-46.8pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,305 | $5,292+208.1% | $4,729+244.8% | $6,401+154.7% |
| Admin fee / account holder | $1,765 | $7,492-76.4% | $6,412-72.5% | $11,429-84.6% |