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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 | $133,841 | $61,787+116.6% | $97,197+37.7% | $80,925+65.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 14.34% | -558.16%+572.5pp | 75.47%-61.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $6,883 | $1,836+274.9% | $2,723+152.8% | $2,756+149.7% |
| Participant deferral / active EE | $6,715 | $3,027+121.8% | $4,263+57.5% | $4,299+56.2% |
| Admin fee / account holder | $3,030 | $5,170-41.4% | $5,637-46.2% | $6,940-56.3% |