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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 | $206,511 | $45,152+357.4% | $73,845+179.7% | $59,632+246.3% |
| Participation rate | 92.3% | 64.0%+28.3pp | 73.4%+18.9pp | 68.7%+23.6pp |
| Annual return | -2.07% | 27.40%-29.5pp | 2267.91%-2270.0pp | 2041.32%-2043.4pp |
| Employer contribution / active EE | $9,925 | $1,902+421.9% | $2,788+256.0% | $2,203+350.6% |
| Participant deferral / active EE | $7,593 | $2,574+195.0% | $3,583+111.9% | $3,192+137.9% |
| Admin fee / account holder | $1,794 | $3,516-49.0% | $4,881-63.2% | $4,297-58.3% |