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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 | $222,711 | $167,353+33.1% | $143,797+54.9% | $134,545+65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.58% | 0.48%-4.1pp | -0.04%-3.5pp | 418.37%-422.0pp |
| Employer contribution / active EE | $13,736 | $5,620+144.4% | $4,952+177.4% | $4,742+189.7% |
| Participant deferral / active EE | $8,156 | $6,447+26.5% | $5,638+44.7% | $6,401+27.4% |
| Admin fee / account holder | $2,744 | $18,096-84.8% | $14,679-81.3% | $11,431-76.0% |