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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 | $205,029 | $167,352+22.5% | $143,788+42.6% | $134,509+52.4% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -14.88% | 0.47%-15.4pp | -0.03%-14.9pp | 418.13%-433.0pp |
| Employer contribution / active EE | $6,808 | $5,620+21.1% | $4,952+37.5% | $4,741+43.6% |
| Participant deferral / active EE | $8,661 | $6,447+34.3% | $5,638+53.6% | $6,400+35.3% |
| Admin fee / account holder | $6,708 | $18,091-62.9% | $14,675-54.3% | $11,427-41.3% |