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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 | $163,224 | $49,177+231.9% | $79,467+105.4% | $64,173+154.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.63% | -1.16%-5.5pp | 718.30%-724.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $9,701 | $2,076+367.2% | $2,800+246.4% | $2,381+307.5% |
| Participant deferral / active EE | $9,678 | $2,821+243.0% | $3,704+161.3% | $3,470+178.9% |
| Admin fee / account holder | $14,215 | $3,839+270.3% | $5,104+178.5% | $4,887+190.8% |