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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 | $179,508 | $127,387+40.9% | $115,038+56.0% | $125,389+43.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.17% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $13,312 | $5,166+157.7% | $4,608+188.9% | $4,866+173.6% |
| Participant deferral / active EE | $8,183 | $6,423+27.4% | $6,026+35.8% | $5,352+52.9% |
| Admin fee / account holder | $33,476 | $9,516+251.8% | $8,175+309.5% | $9,541+250.9% |