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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 | $117,883 | $91,536+28.8% | $130,062-9.4% | $75,177+56.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.90% | -631.62%+646.5pp | -137.37%+152.3pp | 160.75%-145.8pp |
| Employer contribution / active EE | $6,000 | $2,845+110.9% | $4,322+38.8% | $2,671+124.6% |
| Participant deferral / active EE | $6,916 | $4,343+59.2% | $5,821+18.8% | $4,126+67.6% |
| Admin fee / account holder | $21,161 | $6,780+212.1% | $10,601+99.6% | $5,651+274.5% |