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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 | $189,899 | $45,872+314.0% | $77,096+146.3% | $68,486+177.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.64% | 1.73%-17.4pp | 42.35%-58.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $16,154 | $1,650+879.3% | $2,814+474.0% | $2,597+522.1% |
| Participant deferral / active EE | $13,353 | $2,963+350.7% | $4,429+201.5% | $4,028+231.6% |
| Admin fee / account holder | $10,447 | $3,041+243.5% | $5,428+92.4% | $5,404+93.3% |