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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 | $80,612 | $82,678-2.5% | $125,391-35.7% | $68,490+17.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $5,561 | $3,382+64.4% | $4,816+15.5% | $2,597+114.1% |
| Participant deferral / active EE | $9,904 | $6,111+62.1% | $7,448+33.0% | $4,028+145.9% |
| Admin fee / account holder | $22,007 | $6,277+250.6% | $10,009+119.9% | $5,403+307.3% |