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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 | $116,768 | $77,638+50.4% | $156,551-25.4% | $62,881+85.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $15,330 | $3,444+345.1% | $5,501+178.7% | $2,281+572.1% |
| Participant deferral / active EE | $13,144 | $3,046+331.6% | $4,871+169.8% | $3,203+310.4% |
| Admin fee / account holder | $9,077 | $5,561+63.2% | $13,028-30.3% | $4,296+111.3% |