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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 | $228,216 | $82,674+176.0% | $125,381+82.0% | $68,486+233.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.58% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $17,222 | $3,382+409.3% | $4,815+257.7% | $2,597+563.3% |
| Participant deferral / active EE | $16,220 | $6,111+165.4% | $7,448+117.8% | $4,028+302.7% |
| Admin fee / account holder | $55,163 | $6,277+778.8% | $10,007+451.2% | $5,404+920.8% |