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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 | $195,429 | $90,448+116.1% | $93,786+108.4% | $134,545+45.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -12.87% | -15.71%+2.8pp | -11.32%-1.5pp | 418.37%-431.2pp |
| Employer contribution / active EE | $12,813 | $4,349+194.7% | $4,328+196.1% | $4,742+170.2% |
| Participant deferral / active EE | $6,284 | $5,983+5.0% | $6,100+3.0% | $6,401-1.8% |
| Admin fee / account holder | $9,047 | $9,232-2.0% | $7,184+25.9% | $11,431-20.9% |