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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 | $123,241 | $39,162+214.7% | $100,671+22.4% | $59,633+106.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -1.15% | 21.07%-22.2pp | 20.43%-21.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $8,191 | $1,151+611.9% | $4,012+104.2% | $2,203+271.9% |
| Participant deferral / active EE | $6,974 | $1,992+250.1% | $3,144+121.8% | $3,192+118.5% |
| Admin fee / account holder | $3,693 | $2,969+24.4% | $4,850-23.8% | $4,297-14.0% |