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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 | $78,793 | $56,197+40.2% | $67,652+16.5% | $59,633+32.1% |
| Participation rate | 82.1% | 71.5%+10.6pp | 75.7%+6.4pp | 68.7%+13.4pp |
| Annual return | -0.34% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,065 | $2,844+113.3% | $3,560+70.4% | $3,192+90.0% |
| Admin fee / account holder | $377 | $3,958-90.5% | $4,821-92.2% | $4,297-91.2% |