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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 | $80,206 | $91,179-12.0% | $178,499-55.1% | $79,852+0.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $6,563 | $3,256+101.6% | $5,011+31.0% | $2,471+165.6% |
| Participant deferral / active EE | $5,375 | $3,236+66.1% | $5,202+3.3% | $3,740+43.7% |
| Admin fee / account holder | $1,751 | $6,749-74.1% | $13,986-87.5% | $5,306-67.0% |