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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 | $121,618 | $175,646-30.8% | $129,118-5.8% | $134,545-9.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -19.34% | -11.39%-8.0pp | -10.94%-8.4pp | 418.37%-437.7pp |
| Employer contribution / active EE | $8,721 | $6,355+37.2% | $5,051+72.6% | $4,742+83.9% |
| Participant deferral / active EE | $8,830 | $7,970+10.8% | $6,539+35.0% | $6,401+37.9% |
| Admin fee / account holder | $8,325 | $23,578-64.7% | $14,305-41.8% | $11,431-27.2% |