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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 | $109,293 | $78,694+38.9% | $67,653+61.5% | $125,388-12.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | -1.06% | 9.46%-10.5pp | 6625.22%-6626.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $8,820 | $3,044+189.8% | $2,266+289.3% | $4,866+81.3% |
| Participant deferral / active EE | $5,867 | $4,292+36.7% | $3,560+64.8% | $5,352+9.6% |
| Admin fee / account holder | $1,686 | $7,403-77.2% | $4,821-65.0% | $9,541-82.3% |