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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 | $196,868 | $167,533+17.5% | $151,645+29.8% | $134,545+46.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.68% | 7.81%-22.5pp | 3.34%-18.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $12,462 | $6,828+82.5% | $6,165+102.1% | $4,742+162.8% |
| Participant deferral / active EE | $11,762 | $8,985+30.9% | $8,363+40.6% | $6,401+83.7% |
| Admin fee / account holder | $2,371 | $13,781-82.8% | $11,614-79.6% | $11,431-79.3% |