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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 | $224,104 | $167,353+33.9% | $143,797+55.8% | $134,545+66.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.42% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,585 | $5,620-54.0% | $4,952-47.8% | $4,742-45.5% |
| Participant deferral / active EE | $6,141 | $6,447-4.8% | $5,638+8.9% | $6,401-4.1% |
| Admin fee / account holder | $8,162 | $18,096-54.9% | $14,679-44.4% | $11,431-28.6% |