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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 | $89,661 | $91,536-2.0% | $130,062-31.1% | $75,177+19.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.37% | -631.62%+649.0pp | -137.37%+154.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $5,255 | $2,845+84.7% | $4,322+21.6% | $2,671+96.7% |
| Participant deferral / active EE | $14,060 | $4,343+223.7% | $5,821+141.5% | $4,126+240.7% |
| Admin fee / account holder | $3,459 | $6,780-49.0% | $10,601-67.4% | $5,651-38.8% |