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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 | $239,289 | $82,674+189.4% | $125,363+90.9% | $68,495+249.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.21% | -5.97%-7.2pp | 572.15%-585.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $7,786 | $3,382+130.2% | $4,815+61.7% | $2,596+199.9% |
| Participant deferral / active EE | $10,131 | $6,111+65.8% | $7,447+36.0% | $4,028+151.6% |
| Admin fee / account holder | $12,664 | $6,276+101.8% | $10,005+26.6% | $5,403+134.4% |