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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 | $183,817 | $167,353+9.8% | $143,797+27.8% | $134,545+36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.32% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $7,806 | $5,620+38.9% | $4,952+57.6% | $4,742+64.6% |
| Participant deferral / active EE | $4,996 | $6,447-22.5% | $5,638-11.4% | $6,401-22.0% |
| Admin fee / account holder | $19,537 | $18,096+8.0% | $14,679+33.1% | $11,431+70.9% |