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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 | $159,857 | $77,816+105.4% | $123,549+29.4% | $64,181+149.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.11% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,669 | $3,014+21.7% | $4,628-20.7% | $2,381+54.1% |
| Participant deferral / active EE | $7,320 | $5,240+39.7% | $6,426+13.9% | $3,470+111.0% |
| Admin fee / account holder | $28,444 | $5,519+415.4% | $9,284+206.4% | $4,887+482.0% |