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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 | $202,619 | $167,533+20.9% | $151,645+33.6% | $134,545+50.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.70% | 7.81%-26.5pp | 3.34%-22.0pp | 418.37%-437.1pp |
| Employer contribution / active EE | $19,622 | $6,828+187.4% | $6,165+218.3% | $4,742+313.8% |
| Participant deferral / active EE | $18,000 | $8,985+100.3% | $8,363+115.2% | $6,401+181.2% |
| Admin fee / account holder | $2,350 | $13,781-82.9% | $11,614-79.8% | $11,431-79.4% |