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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 | $109,313 | $82,678+32.2% | $125,391-12.8% | $68,490+59.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.26% | -5.97%-3.3pp | 572.41%-581.7pp | -7.85%-1.4pp |
| Employer contribution / active EE | $6,169 | $3,382+82.4% | $4,816+28.1% | $2,597+137.6% |
| Participant deferral / active EE | $5,696 | $6,111-6.8% | $7,448-23.5% | $4,028+41.4% |
| Admin fee / account holder | $5,339 | $6,277-14.9% | $10,009-46.7% | $5,403-1.2% |