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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 | $229,956 | $167,353+37.4% | $143,797+59.9% | $134,545+70.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.30% | 0.48%-13.8pp | -0.04%-13.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $4,911 | $5,620-12.6% | $4,952-0.8% | $4,742+3.6% |
| Participant deferral / active EE | $6,283 | $6,447-2.5% | $5,638+11.4% | $6,401-1.8% |
| Admin fee / account holder | $5,381 | $18,096-70.3% | $14,679-63.3% | $11,431-52.9% |