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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 | $189,966 | $167,522+13.4% | $151,639+25.3% | $134,532+41.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.93% | 7.81%-26.7pp | 3.34%-22.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $11,947 | $6,828+75.0% | $6,165+93.8% | $4,741+152.0% |
| Participant deferral / active EE | $18,167 | $8,986+102.2% | $8,363+117.2% | $6,401+183.8% |
| Admin fee / account holder | $2,156 | $13,780-84.4% | $11,613-81.4% | $11,429-81.1% |