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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 | $235,938 | $127,387+85.2% | $115,038+105.1% | $125,389+88.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.92% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $13,022 | $5,166+152.1% | $4,608+182.6% | $4,866+167.6% |
| Participant deferral / active EE | $7,811 | $6,423+21.6% | $6,026+29.6% | $5,352+46.0% |
| Admin fee / account holder | $18,687 | $9,516+96.4% | $8,175+128.6% | $9,541+95.9% |