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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 | $193,696 | $167,353+15.7% | $143,797+34.7% | $134,545+44.0% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -15.10% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $13,154 | $5,620+134.0% | $4,952+165.6% | $4,742+177.4% |
| Participant deferral / active EE | $7,412 | $6,447+15.0% | $5,638+31.4% | $6,401+15.8% |
| Admin fee / account holder | $133,005 | $18,096+635.0% | $14,679+806.1% | $11,431+1063.6% |