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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 | $214,453 | $84,482+153.8% | $125,363+71.1% | $66,930+220.4% |
| Participation rate | 88.3% | 76.4%+11.9pp | 82.4%+6.0pp | 69.8%+18.5pp |
| Annual return | -14.57% | -8.49%-6.1pp | 572.15%-586.7pp | 1.57%-16.1pp |
| Employer contribution / active EE | $9,201 | $3,553+159.0% | $4,815+91.1% | $2,545+261.5% |
| Participant deferral / active EE | $7,470 | $6,782+10.2% | $7,447+0.3% | $4,238+76.3% |
| Admin fee / account holder | $9,112 | $685+1230.4% | $10,005-8.9% | $593+1435.5% |