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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 | $138,398 | $87,544+58.1% | $75,784+82.6% | $125,388+10.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.18% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $9,194 | $3,930+133.9% | $3,323+176.7% | $4,866+88.9% |
| Participant deferral / active EE | $6,529 | $4,229+54.4% | $3,652+78.8% | $5,352+22.0% |
| Admin fee / account holder | $8,915 | $6,502+37.1% | $5,300+68.2% | $9,541-6.6% |