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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 | $158,124 | $61,789+155.9% | $97,167+62.7% | $80,874+95.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 10.74% | -557.90%+568.6pp | 75.27%-64.5pp | 35.62%-24.9pp |
| Employer contribution / active EE | $14,754 | $1,837+703.4% | $2,729+440.6% | $2,756+435.4% |
| Participant deferral / active EE | $1,369 | $3,028-54.8% | $4,264-67.9% | $4,297-68.1% |
| Admin fee / account holder | $58,459 | $5,168+1031.1% | $5,650+934.6% | $6,935+742.9% |