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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 | $174,317 | $140,578+24.0% | $100,671+73.2% | $125,389+39.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.88% | 24.67%-27.6pp | 20.43%-23.3pp | 282.24%-285.1pp |
| Employer contribution / active EE | $16,155 | $5,965+170.8% | $4,012+302.6% | $4,866+232.0% |
| Participant deferral / active EE | $5,370 | $3,981+34.9% | $3,144+70.8% | $5,352+0.3% |
| Admin fee / account holder | $26,711 | $6,716+297.7% | $4,850+450.8% | $9,541+180.0% |