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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 | $220,151 | $77,817+182.9% | $123,553+78.2% | $64,173+243.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.46% | 12.49%-16.9pp | 119.21%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $25,991 | $3,014+762.3% | $4,628+461.6% | $2,381+991.7% |
| Participant deferral / active EE | $4,229 | $5,240-19.3% | $6,426-34.2% | $3,470+21.9% |
| Admin fee / account holder | $3,614 | $5,519-34.5% | $9,284-61.1% | $4,887-26.1% |