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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 | $108,504 | $77,817+39.4% | $123,553-12.2% | $64,173+69.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.67% | 12.49%-19.2pp | 119.21%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,461 | $3,014+147.5% | $4,628+61.2% | $2,381+213.4% |
| Participant deferral / active EE | $11,843 | $5,240+126.0% | $6,426+84.3% | $3,470+241.3% |
| Admin fee / account holder | $2,565 | $5,519-53.5% | $9,284-72.4% | $4,887-47.5% |