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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 | $176,101 | $87,016+102.4% | $63,244+178.4% | $125,389+40.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.29% | 21.71%-22.0pp | -70.31%+70.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,646 | $3,601+29.0% | $2,322+100.1% | $4,866-4.5% |
| Participant deferral / active EE | $7,232 | $3,939+83.6% | $2,953+144.9% | $5,352+35.1% |
| Admin fee / account holder | $15,167 | $11,954+26.9% | $5,893+157.4% | $9,541+59.0% |