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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 | $235,301 | $167,522+40.5% | $151,639+55.2% | $134,532+74.9% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.5%+2.0pp | 81.2%+8.2pp |
| Annual return | -18.46% | 7.81%-26.3pp | 3.34%-21.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $7,287 | $6,828+6.7% | $6,165+18.2% | $4,741+53.7% |
| Participant deferral / active EE | $16,095 | $8,986+79.1% | $8,363+92.4% | $6,401+151.5% |
| Admin fee / account holder | $12,264 | $13,780-11.0% | $11,613+5.6% | $11,429+7.3% |