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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 | $171,599 | $61,789+177.7% | $97,167+76.6% | $80,874+112.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.67% | -557.90%+571.6pp | 75.27%-61.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $7,467 | $1,837+306.6% | $2,729+173.6% | $2,756+171.0% |
| Participant deferral / active EE | $7,274 | $3,028+140.2% | $4,264+70.6% | $4,297+69.3% |
| Admin fee / account holder | $18,112 | $5,168+250.4% | $5,650+220.6% | $6,935+161.2% |