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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 | $222,462 | $73,848+201.2% | $143,799+54.7% | $68,486+224.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.55% | 0.91%-15.5pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $24,791 | $3,184+678.5% | $4,952+400.6% | $2,597+854.8% |
| Participant deferral / active EE | $12,796 | $3,385+278.1% | $5,638+127.0% | $4,028+217.7% |
| Admin fee / account holder | $22,760 | $5,755+295.5% | $14,677+55.1% | $5,404+321.2% |