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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 | $165,109 | $49,177+235.7% | $79,466+107.8% | $64,173+157.3% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.6%+5.4pp |
| Annual return | -4.75% | -1.16%-3.6pp | 718.28%-723.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,337 | $2,076+108.9% | $2,800+54.9% | $2,381+82.1% |
| Participant deferral / active EE | $11,080 | $2,821+292.7% | $3,704+199.1% | $3,470+219.3% |
| Admin fee / account holder | $31,871 | $3,839+730.2% | $5,104+524.4% | $4,887+552.1% |