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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 | $194,024 | $167,533+15.8% | $151,645+27.9% | $134,545+44.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.86% | 7.81%-15.7pp | 3.34%-11.2pp | 418.37%-426.2pp |
| Employer contribution / active EE | $22,052 | $6,828+222.9% | $6,165+257.7% | $4,742+365.1% |
| Participant deferral / active EE | $13,500 | $8,985+50.2% | $8,363+61.4% | $6,401+110.9% |
| Admin fee / account holder | $10,984 | $13,781-20.3% | $11,614-5.4% | $11,431-3.9% |