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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 | $117,111 | $72,404+61.7% | $110,243+6.2% | $64,173+82.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.51% | -6.29%-1.2pp | 314.76%-322.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $9,113 | $2,282+299.4% | $3,827+138.1% | $2,381+282.8% |
| Participant deferral / active EE | $7,152 | $3,469+106.2% | $4,672+53.1% | $3,470+106.1% |
| Admin fee / account holder | $2,921 | $5,664-48.4% | $8,548-65.8% | $4,887-40.2% |