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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 | $181,908 | $127,387+42.8% | $115,038+58.1% | $125,389+45.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.60% | 31.28%-32.9pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $10,485 | $5,166+103.0% | $4,608+127.6% | $4,866+115.5% |
| Participant deferral / active EE | $6,948 | $6,423+8.2% | $6,026+15.3% | $5,352+29.8% |
| Admin fee / account holder | $7,496 | $9,516-21.2% | $8,175-8.3% | $9,541-21.4% |