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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 | $246,698 | $152,591+61.7% | $117,529+109.9% | $134,545+83.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.79% | 53.04%-70.8pp | 29.77%-47.6pp | 418.37%-436.2pp |
| Employer contribution / active EE | $11,356 | $5,576+103.7% | $4,179+171.7% | $4,742+139.5% |
| Participant deferral / active EE | $25,583 | $4,821+430.7% | $4,072+528.2% | $6,401+299.7% |
| Admin fee / account holder | $1,172 | $7,004-83.3% | $5,645-79.2% | $11,431-89.7% |