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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 | $130,397 | $82,674+57.7% | $125,381+4.0% | $68,486+90.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,074 | $3,382+20.5% | $4,815-15.4% | $2,597+56.9% |
| Participant deferral / active EE | $8,629 | $6,111+41.2% | $7,448+15.9% | $4,028+114.2% |
| Admin fee / account holder | $53,668 | $6,277+755.0% | $10,007+436.3% | $5,404+893.2% |