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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 | $184,590 | $158,827+16.2% | $121,208+52.3% | $135,382+36.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.01% | -0.64%-5.4pp | 16.93%-22.9pp | 519.77%-525.8pp |
| Employer contribution / active EE | $4,186 | $5,666-26.1% | $4,023+4.1% | $4,779-12.4% |
| Participant deferral / active EE | $6,784 | $4,006+69.4% | $3,345+102.8% | $5,609+21.0% |
| Admin fee / account holder | $379 | $6,514-94.2% | $5,020-92.5% | $10,829-96.5% |