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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 | $113,585 | $75,962+49.5% | $154,108-26.3% | $64,173+77.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.98% | 30.32%-35.3pp | 735.21%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,354 | $3,350+89.7% | $5,298+19.9% | $2,381+166.9% |
| Participant deferral / active EE | $12,649 | $3,175+298.4% | $5,081+149.0% | $3,470+264.6% |
| Admin fee / account holder | $56,359 | $5,589+908.4% | $13,411+320.2% | $4,887+1053.1% |