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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 | $85,449 | $61,755+38.4% | $97,161-12.1% | $80,911+5.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 11.04% | -557.90%+568.9pp | 75.36%-64.3pp | 35.63%-24.6pp |
| Employer contribution / active EE | $6,646 | $1,835+262.2% | $2,723+144.0% | $2,756+141.2% |
| Participant deferral / active EE | $7,456 | $3,026+146.4% | $4,265+74.8% | $4,297+73.5% |
| Admin fee / account holder | $11,118 | $5,166+115.2% | $5,647+96.9% | $6,935+60.3% |