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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 | $197,146 | $97,027+103.2% | $83,323+136.6% | $135,382+45.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -5.67% | 12.31%-18.0pp | 10.63%-16.3pp | 519.77%-525.4pp |
| Employer contribution / active EE | $10,816 | $4,143+161.1% | $3,379+220.1% | $4,779+126.3% |
| Participant deferral / active EE | $9,987 | $5,964+67.4% | $5,565+79.5% | $5,609+78.1% |
| Admin fee / account holder | $24,602 | $8,427+192.0% | $7,539+226.3% | $10,829+127.2% |