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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 | $148,010 | $82,314+79.8% | $68,808+115.1% | $134,532+10.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.56% | -2.18%-17.4pp | -6.37%-13.2pp | 418.27%-437.8pp |
| Employer contribution / active EE | $32,106 | $3,301+872.6% | $2,656+1108.9% | $4,741+577.2% |
| Participant deferral / active EE | $18,000 | $4,740+279.8% | $3,942+356.6% | $6,401+181.2% |
| Admin fee / account holder | $660 | $6,484-89.8% | $4,936-86.6% | $11,429-94.2% |