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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 | $229,541 | $167,504+37.0% | $151,628+51.4% | $134,509+70.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -18.43% | 7.81%-26.2pp | 3.34%-21.8pp | 418.13%-436.6pp |
| Employer contribution / active EE | $5,315 | $6,828-22.2% | $6,165-13.8% | $4,741+12.1% |
| Participant deferral / active EE | $12,398 | $8,985+38.0% | $8,363+48.2% | $6,400+93.7% |
| Admin fee / account holder | $1,427 | $13,779-89.6% | $11,613-87.7% | $11,427-87.5% |