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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 | $162,848 | $56,199+189.8% | $67,652+140.7% | $59,632+173.1% |
| Participation rate | 94.3% | 71.5%+22.8pp | 75.7%+18.6pp | 68.7%+25.6pp |
| Annual return | -1.07% | 18505.31%-18506.4pp | 6625.04%-6626.1pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $4,283 | $1,614+165.3% | $2,266+89.1% | $2,203+94.5% |
| Participant deferral / active EE | $7,508 | $2,844+164.0% | $3,560+110.9% | $3,192+135.2% |
| Admin fee / account holder | $6,667 | $3,958+68.4% | $4,821+38.3% | $4,297+55.2% |