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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 | $153,995 | $44,103+249.2% | $75,826+103.1% | $64,173+140.0% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | -6.59% | -4.72%-1.9pp | 1914.15%-1920.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $9,820 | $1,446+579.2% | $1,913+413.3% | $2,381+312.5% |
| Participant deferral / active EE | $2,358 | $2,204+7.0% | $2,862-17.6% | $3,470-32.0% |
| Admin fee / account holder | $8,161 | $3,506+132.7% | $4,726+72.7% | $4,887+67.0% |