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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 | $190,720 | $167,353+14.0% | $143,797+32.6% | $134,545+41.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.66% | 0.48%-14.1pp | -0.04%-13.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $4,950 | $5,620-11.9% | $4,9520% | $4,742+4.4% |
| Participant deferral / active EE | $9,885 | $6,447+53.3% | $5,638+75.3% | $6,401+54.4% |
| Admin fee / account holder | $828 | $18,096-95.4% | $14,679-94.4% | $11,431-92.8% |