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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 | $155,534 | $167,353-7.1% | $143,797+8.2% | $134,545+15.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.88% | 0.48%-18.4pp | -0.04%-17.8pp | 418.37%-436.3pp |
| Employer contribution / active EE | $3,659 | $5,620-34.9% | $4,952-26.1% | $4,742-22.8% |
| Participant deferral / active EE | $13,283 | $6,447+106.0% | $5,638+135.6% | $6,401+107.5% |
| Admin fee / account holder | $1,023 | $18,096-94.3% | $14,679-93.0% | $11,431-91.1% |