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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 | $160,642 | $81,870+96.2% | $119,622+34.3% | $68,486+134.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.79% | -23.82%+8.0pp | -14.98%-0.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $9,453 | $2,692+251.2% | $4,232+123.4% | $2,597+264.0% |
| Participant deferral / active EE | $7,247 | $4,148+74.7% | $5,601+29.4% | $4,028+79.9% |
| Admin fee / account holder | $663 | $6,583-89.9% | $10,328-93.6% | $5,404-87.7% |