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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 | $179,521 | $167,352+7.3% | $143,788+24.9% | $134,509+33.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | 0.47%-19.9pp | -0.03%-19.4pp | 418.13%-437.5pp |
| Employer contribution / active EE | $7,258 | $5,620+29.1% | $4,952+46.6% | $4,741+53.1% |
| Participant deferral / active EE | $4,674 | $6,447-27.5% | $5,638-17.1% | $6,400-27.0% |
| Admin fee / account holder | $10,339 | $18,091-42.9% | $14,675-29.6% | $11,427-9.5% |