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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 | $120,513 | $72,177+67.0% | $115,038+4.8% | $59,633+102.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.23% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $7,852 | $2,841+176.3% | $4,608+70.4% | $2,203+256.5% |
| Participant deferral / active EE | $12,627 | $4,783+164.0% | $6,026+109.5% | $3,192+295.6% |
| Admin fee / account holder | $19,930 | $4,927+304.5% | $8,175+143.8% | $4,297+363.8% |