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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 | $122,067 | $57,350+112.8% | $83,849+45.6% | $64,186+90.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.21% | 11.38%-17.6pp | 850.91%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,674 | $2,545+201.5% | $3,631+111.4% | $2,381+222.3% |
| Participant deferral / active EE | $5,274 | $2,993+76.2% | $4,082+29.2% | $3,470+52.0% |
| Admin fee / account holder | $4,823 | $4,046+19.2% | $5,478-12.0% | $4,888-1.3% |