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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 | $220,166 | $95,188+131.3% | $76,518+187.7% | $135,379+62.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.25% | 4.85%-10.1pp | -0.27%-5.0pp | 519.79%-525.0pp |
| Employer contribution / active EE | $14,802 | $3,303+348.2% | $2,647+459.1% | $4,779+209.7% |
| Participant deferral / active EE | $13,515 | $4,640+191.3% | $3,836+252.3% | $5,609+140.9% |
| Admin fee / account holder | $58,672 | $6,249+838.9% | $4,849+1110.1% | $10,828+441.9% |