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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 | $187,753 | $167,522+12.1% | $151,639+23.8% | $134,532+39.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.75% | 7.81%-24.6pp | 3.34%-20.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $4,784 | $6,828-29.9% | $6,165-22.4% | $4,741+0.9% |
| Participant deferral / active EE | $14,183 | $8,986+57.8% | $8,363+69.6% | $6,401+121.6% |
| Admin fee / account holder | $3,152 | $13,780-77.1% | $11,613-72.9% | $11,429-72.4% |