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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 | $185,145 | $82,674+123.9% | $125,381+47.7% | $68,486+170.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.56% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $8,556 | $3,382+153.0% | $4,815+77.7% | $2,597+229.5% |
| Participant deferral / active EE | $13,109 | $6,111+114.5% | $7,448+76.0% | $4,028+225.5% |
| Admin fee / account holder | $3,702 | $6,277-41.0% | $10,007-63.0% | $5,404-31.5% |