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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 | $243,408 | $75,962+220.4% | $154,108+57.9% | $64,173+279.3% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -3.63% | 30.32%-34.0pp | 735.21%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $6,281 | $3,350+87.5% | $5,298+18.6% | $2,381+163.8% |
| Participant deferral / active EE | $4,280 | $3,175+34.8% | $5,081-15.8% | $3,470+23.3% |
| Admin fee / account holder | $5,458 | $5,589-2.3% | $13,411-59.3% | $4,887+11.7% |