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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 | $165,676 | $77,816+112.9% | $123,552+34.1% | $64,173+158.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.14% | 12.49%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $7,926 | $3,014+163.0% | $4,628+71.3% | $2,381+232.9% |
| Participant deferral / active EE | $9,082 | $5,240+73.3% | $6,426+41.3% | $3,470+161.8% |
| Admin fee / account holder | $3,899 | $5,519-29.3% | $9,285-58.0% | $4,887-20.2% |