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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 | $196,924 | $78,694+150.2% | $67,652+191.1% | $125,389+57.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.18% | 9.46%-10.6pp | 6625.40%-6626.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $6,049 | $3,044+98.7% | $2,266+167.0% | $4,866+24.3% |
| Participant deferral / active EE | $6,323 | $4,292+47.3% | $3,560+77.6% | $5,352+18.1% |
| Admin fee / account holder | $24,459 | $7,403+230.4% | $4,821+407.4% | $9,541+156.4% |