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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 | $97,369 | $63,703+52.8% | $93,063+4.6% | $82,448+18.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 17.27% | -775.43%+792.7pp | 34.15%-16.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,282 | $2,919+46.7% | $3,958+8.2% | $4,139+3.4% |
| Admin fee / account holder | $20,276 | $5,982+238.9% | $6,033+236.1% | $7,234+180.3% |