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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 | $249,543 | $73,863+237.8% | $143,797+73.5% | $68,490+264.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.18% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $14,968 | $3,185+370.0% | $4,952+202.2% | $2,597+476.4% |
| Participant deferral / active EE | $10,053 | $3,385+197.0% | $5,638+78.3% | $4,028+149.6% |
| Admin fee / account holder | $53,295 | $5,756+825.9% | $14,679+263.1% | $5,403+886.4% |