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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 | $160,156 | $49,177+225.7% | $79,466+101.5% | $64,173+149.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.44% | -1.16%-5.3pp | 718.28%-724.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,375 | $2,076+110.7% | $2,800+56.2% | $2,381+83.8% |
| Participant deferral / active EE | $6,969 | $2,821+147.0% | $3,704+88.2% | $3,470+100.9% |
| Admin fee / account holder | $2,243 | $3,839-41.6% | $5,104-56.1% | $4,887-54.1% |