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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 | $177,406 | $167,353+6.0% | $143,797+23.4% | $134,545+31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.62% | 0.48%-14.1pp | -0.04%-13.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $12,315 | $5,620+119.1% | $4,952+148.7% | $4,742+159.7% |
| Participant deferral / active EE | $7,350 | $6,447+14.0% | $5,638+30.4% | $6,401+14.8% |
| Admin fee / account holder | $7,097 | $18,096-60.8% | $14,679-51.7% | $11,431-37.9% |