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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 | $128,386 | $77,817+65.0% | $123,553+3.9% | $64,173+100.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.64% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $7,449 | $3,014+147.1% | $4,628+61.0% | $2,381+212.9% |
| Participant deferral / active EE | $6,988 | $5,240+33.4% | $6,426+8.7% | $3,470+101.4% |
| Admin fee / account holder | $13,132 | $5,519+137.9% | $9,284+41.4% | $4,887+168.7% |