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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 | $104,451 | $49,177+112.4% | $79,466+31.4% | $64,173+62.8% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.6%+25.2pp |
| Annual return | -5.13% | -1.16%-4.0pp | 718.28%-723.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,353 | $2,076+109.7% | $2,800+55.5% | $2,381+82.9% |
| Participant deferral / active EE | $6,357 | $2,821+125.3% | $3,704+71.6% | $3,470+83.2% |
| Admin fee / account holder | $14,022 | $3,839+265.3% | $5,104+174.7% | $4,887+186.9% |