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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 | $236,572 | $57,352+312.5% | $83,831+182.2% | $64,173+268.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.41% | 11.38%-17.8pp | 850.99%-857.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,618 | $2,546+160.0% | $3,631+82.3% | $2,381+178.0% |
| Participant deferral / active EE | $7,421 | $2,993+147.9% | $4,082+81.8% | $3,470+113.9% |
| Admin fee / account holder | $6,581 | $4,046+62.7% | $5,479+20.1% | $4,887+34.7% |