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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 | $191,387 | $167,522+14.2% | $151,639+26.2% | $134,532+42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.21% | 7.81%-28.0pp | 3.34%-23.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $2,281 | $6,828-66.6% | $6,165-63.0% | $4,741-51.9% |
| Participant deferral / active EE | $6,603 | $8,986-26.5% | $8,363-21.0% | $6,401+3.2% |
| Admin fee / account holder | $40,591 | $13,780+194.6% | $11,613+249.5% | $11,429+255.2% |