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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 | $187,554 | $77,817+141.0% | $123,553+51.8% | $64,173+192.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.13% | 12.49%-17.6pp | 119.21%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,638 | $3,014+20.7% | $4,628-21.4% | $2,381+52.8% |
| Participant deferral / active EE | $9,010 | $5,240+71.9% | $6,426+40.2% | $3,470+159.7% |
| Admin fee / account holder | $965 | $5,519-82.5% | $9,284-89.6% | $4,887-80.2% |