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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 | $223,520 | $73,863+202.6% | $143,797+55.4% | $68,490+226.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.79% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $10,443 | $3,185+227.9% | $4,952+110.9% | $2,597+302.2% |
| Participant deferral / active EE | $6,898 | $3,385+103.8% | $5,638+22.3% | $4,028+71.3% |
| Admin fee / account holder | $10,080 | $5,756+75.1% | $14,679-31.3% | $5,403+86.6% |