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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 | $174,457 | $167,533+4.1% | $151,645+15.0% | $134,545+29.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.69% | 7.81%-9.5pp | 3.34%-5.0pp | 418.37%-420.1pp |
| Employer contribution / active EE | $6,533 | $6,828-4.3% | $6,165+6.0% | $4,742+37.8% |
| Participant deferral / active EE | $16,350 | $8,985+82.0% | $8,363+95.5% | $6,401+155.4% |
| Admin fee / account holder | $30,068 | $13,781+118.2% | $11,614+158.9% | $11,431+163.1% |