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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 | $248,784 | $72,177+244.7% | $115,038+116.3% | $59,633+317.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $6,945 | $2,841+144.4% | $4,608+50.7% | $2,203+215.3% |
| Participant deferral / active EE | $8,762 | $4,783+83.2% | $6,026+45.4% | $3,192+174.5% |
| Admin fee / account holder | $1,624 | $4,927-67.0% | $8,175-80.1% | $4,297-62.2% |