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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 | $186,913 | $69,012+170.8% | $160,009+16.8% | $68,486+172.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.38% | -9.65%-5.7pp | 408.85%-424.2pp | -7.85%-7.5pp |
| Employer contribution / active EE | $5,562 | $2,212+151.4% | $4,225+31.6% | $2,597+114.2% |
| Participant deferral / active EE | $11,220 | $4,212+166.4% | $6,183+81.5% | $4,028+178.6% |
| Admin fee / account holder | $23,016 | $4,798+379.7% | $8,715+164.1% | $5,404+325.9% |