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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 | $100,708 | $94,529+6.5% | $140,019-28.1% | $64,173+56.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.62% | 7.77%-14.4pp | 651.15%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $8,078 | $3,812+111.9% | $5,605+44.1% | $2,381+239.3% |
| Participant deferral / active EE | $8,568 | $5,250+63.2% | $6,927+23.7% | $3,470+146.9% |
| Admin fee / account holder | $2,187 | $6,741-67.6% | $10,705-79.6% | $4,887-55.2% |