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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 | $229,684 | $72,404+217.2% | $110,241+108.3% | $64,181+257.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.10% | -6.29%+1.2pp | 314.75%-319.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $8,611 | $2,282+277.4% | $3,827+125.0% | $2,381+261.7% |
| Participant deferral / active EE | $7,277 | $3,469+109.8% | $4,672+55.8% | $3,470+109.7% |
| Admin fee / account holder | $16,365 | $5,664+188.9% | $8,548+91.5% | $4,887+234.9% |