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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 | $221,027 | $73,839+199.3% | $143,788+53.7% | $68,495+222.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.85% | 1.01%-12.9pp | -0.03%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $9,143 | $3,184+187.1% | $4,952+84.6% | $2,596+252.1% |
| Participant deferral / active EE | $6,189 | $3,384+82.9% | $5,638+9.8% | $4,028+53.7% |
| Admin fee / account holder | $27,950 | $5,755+385.7% | $14,675+90.5% | $5,403+417.3% |