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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 | $223,480 | $167,533+33.4% | $151,645+47.4% | $134,545+66.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.56% | 7.81%-26.4pp | 3.34%-21.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $4,423 | $6,828-35.2% | $6,165-28.3% | $4,742-6.7% |
| Participant deferral / active EE | $9,711 | $8,985+8.1% | $8,363+16.1% | $6,401+51.7% |
| Admin fee / account holder | $61,180 | $13,781+344.0% | $11,614+426.8% | $11,431+435.2% |