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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 | $248,649 | $167,533+48.4% | $151,645+64.0% | $134,545+84.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.34% | 7.81%-24.2pp | 3.34%-19.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,794 | $6,828-59.1% | $6,165-54.7% | $4,742-41.1% |
| Participant deferral / active EE | $16,662 | $8,985+85.4% | $8,363+99.2% | $6,401+160.3% |
| Admin fee / account holder | $2,337 | $13,781-83.0% | $11,614-79.9% | $11,431-79.6% |