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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 | $159,357 | $73,863+115.7% | $143,797+10.8% | $68,490+132.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.87% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $10,486 | $3,185+229.3% | $4,952+111.7% | $2,597+303.8% |
| Participant deferral / active EE | $8,525 | $3,385+151.9% | $5,638+51.2% | $4,028+111.6% |
| Admin fee / account holder | $35,815 | $5,756+522.2% | $14,679+144.0% | $5,403+562.9% |