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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 | $146,518 | $97,020+51.0% | $83,327+75.8% | $135,380+8.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.35% | 12.31%-18.7pp | 10.64%-17.0pp | 519.81%-526.2pp |
| Employer contribution / active EE | $12,540 | $4,144+202.6% | $3,379+271.1% | $4,779+162.4% |
| Participant deferral / active EE | $5,854 | $5,964-1.9% | $5,565+5.2% | $5,609+4.4% |
| Admin fee / account holder | $7,090 | $8,426-15.9% | $7,540-6.0% | $10,828-34.5% |