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 | $222,562 | $75,832+193.5% | $147,618+50.8% | $59,633+273.2% |
| Participation rate | 98.2% | 71.6%+26.7pp | 84.6%+13.6pp | 68.7%+29.5pp |
| Annual return | -1.21% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.47%-2042.7pp |
| Employer contribution / active EE | $9,117 | $3,485+161.6% | $5,564+63.8% | $2,203+313.9% |
| Participant deferral / active EE | $4,721 | $3,131+50.8% | $4,895-3.6% | $3,192+47.9% |
| Admin fee / account holder | $15,006 | $5,986+150.7% | $11,612+29.2% | $4,297+249.2% |