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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 | $216,733 | $75,832+185.8% | $147,618+46.8% | $59,633+263.4% |
| Participation rate | 97.6% | 71.6%+26.0pp | 84.6%+12.9pp | 68.7%+28.9pp |
| Annual return | -1.56% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $9,343 | $3,485+168.1% | $5,565+67.9% | $2,203+324.2% |
| Participant deferral / active EE | $7,563 | $3,131+141.6% | $4,895+54.5% | $3,192+137.0% |
| Admin fee / account holder | $970 | $5,986-83.8% | $11,612-91.6% | $4,297-77.4% |