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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 | $185,716 | $92,219+101.4% | $76,767+141.9% | $135,380+37.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.13% | 5.46%-12.6pp | 2.43%-9.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $6,099 | $3,216+89.7% | $2,485+145.4% | $4,779+27.6% |
| Participant deferral / active EE | $8,045 | $4,508+78.4% | $3,852+108.9% | $5,609+43.4% |
| Admin fee / account holder | $26,421 | $10,749+145.8% | $6,675+295.8% | $10,828+144.0% |