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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 | $220,299 | $158,827+38.7% | $121,208+81.8% | $135,382+62.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.85% | -0.64%-6.2pp | 16.93%-23.8pp | 519.77%-526.6pp |
| Employer contribution / active EE | $2,730 | $5,666-51.8% | $4,023-32.1% | $4,779-42.9% |
| Participant deferral / active EE | $8,100 | $4,006+102.2% | $3,345+142.1% | $5,609+44.4% |
| Admin fee / account holder | $6,663 | $6,514+2.3% | $5,020+32.7% | $10,829-38.5% |