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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 | $241,943 | $64,716+273.9% | $112,258+115.5% | $68,495+253.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.58% | -11.40%+0.8pp | 27.47%-38.1pp | -7.84%-2.7pp |
| Employer contribution / active EE | $6,792 | $2,746+147.3% | $3,636+86.8% | $2,596+161.6% |
| Participant deferral / active EE | $9,869 | $3,565+176.8% | $4,728+108.7% | $4,028+145.0% |
| Admin fee / account holder | $6,517 | $5,232+24.6% | $6,411+1.6% | $5,403+20.6% |