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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 | $145,768 | $91,536+59.2% | $130,062+12.1% | $75,177+93.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.27% | -631.62%+648.9pp | -137.37%+154.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $6,175 | $2,845+117.0% | $4,322+42.9% | $2,671+131.2% |
| Participant deferral / active EE | $6,014 | $4,343+38.5% | $5,821+3.3% | $4,126+45.7% |
| Admin fee / account holder | $3,306 | $6,780-51.2% | $10,601-68.8% | $5,651-41.5% |