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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 | $164,676 | $127,387+29.3% | $115,038+43.1% | $125,389+31.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.49% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $3,011 | $5,166-41.7% | $4,608-34.7% | $4,866-38.1% |
| Participant deferral / active EE | $9,691 | $6,423+50.9% | $6,026+60.8% | $5,352+81.1% |
| Admin fee / account holder | $15,644 | $9,516+64.4% | $8,175+91.4% | $9,541+64.0% |