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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 | $131,546 | $78,694+67.2% | $67,652+94.4% | $125,389+4.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.33% | 9.46%-9.1pp | 6625.40%-6625.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,375 | $3,044-54.8% | $2,266-39.3% | $4,866-71.8% |
| Participant deferral / active EE | $9,131 | $4,292+112.7% | $3,560+156.5% | $5,352+70.6% |
| Admin fee / account holder | $11,111 | $7,403+50.1% | $4,821+130.5% | $9,541+16.5% |