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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 | $214,483 | $167,352+28.2% | $143,788+49.2% | $134,509+59.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.27% | 0.47%-11.7pp | -0.03%-11.2pp | 418.13%-429.4pp |
| Employer contribution / active EE | $9,228 | $5,620+64.2% | $4,952+86.4% | $4,741+94.7% |
| Participant deferral / active EE | $13,559 | $6,447+110.3% | $5,638+140.5% | $6,400+111.9% |
| Admin fee / account holder | $1,330 | $18,091-92.6% | $14,675-90.9% | $11,427-88.4% |