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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 | $148,589 | $78,694+88.8% | $67,652+119.6% | $125,389+18.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.30% | 9.46%-9.8pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $10,801 | $3,044+254.8% | $2,266+376.7% | $4,866+122.0% |
| Participant deferral / active EE | $7,514 | $4,292+75.1% | $3,560+111.1% | $5,352+40.4% |
| Admin fee / account holder | $1,225 | $7,403-83.5% | $4,821-74.6% | $9,541-87.2% |