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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 | $143,325 | $75,962+88.7% | $154,108-7.0% | $64,173+123.3% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $6,688 | $3,350+99.7% | $5,298+26.3% | $2,381+180.9% |
| Participant deferral / active EE | $5,025 | $3,175+58.3% | $5,081-1.1% | $3,470+44.8% |
| Admin fee / account holder | $3,493 | $5,589-37.5% | $13,411-74.0% | $4,887-28.5% |