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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 | $217,214 | $73,863+194.1% | $143,797+51.1% | $68,490+217.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.22% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $8,278 | $3,185+159.9% | $4,952+67.2% | $2,597+218.8% |
| Participant deferral / active EE | $10,409 | $3,385+207.5% | $5,638+84.6% | $4,028+158.4% |
| Admin fee / account holder | $30,446 | $5,756+429.0% | $14,679+107.4% | $5,403+463.5% |