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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 | $249,774 | $167,353+49.3% | $143,797+73.7% | $134,545+85.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.17% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $9,596 | $5,620+70.7% | $4,952+93.8% | $4,742+102.4% |
| Participant deferral / active EE | $8,731 | $6,447+35.4% | $5,638+54.8% | $6,401+36.4% |
| Admin fee / account holder | $17,062 | $18,096-5.7% | $14,679+16.2% | $11,431+49.3% |