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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 | $226,124 | $75,832+198.2% | $147,617+53.2% | $59,633+279.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.43% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $11,974 | $3,485+243.6% | $5,564+115.2% | $2,203+443.6% |
| Participant deferral / active EE | $9,843 | $3,131+214.4% | $4,895+101.1% | $3,192+208.4% |
| Admin fee / account holder | $4,800 | $5,986-19.8% | $11,612-58.7% | $4,297+11.7% |