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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 | $235,749 | $167,504+40.7% | $151,628+55.5% | $134,509+75.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.17% | 7.81%-26.0pp | 3.34%-21.5pp | 418.13%-436.3pp |
| Employer contribution / active EE | $8,208 | $6,828+20.2% | $6,165+33.1% | $4,741+73.2% |
| Participant deferral / active EE | $4,224 | $8,985-53.0% | $8,363-49.5% | $6,400-34.0% |
| Admin fee / account holder | $1,428 | $13,779-89.6% | $11,613-87.7% | $11,427-87.5% |