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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 | $200,662 | $59,111+239.5% | $86,451+132.1% | $68,490+193.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.82% | -0.22%-16.6pp | 4398.51%-4415.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,689 | $2,519+86.2% | $3,770+24.4% | $2,597+80.6% |
| Participant deferral / active EE | $7,759 | $5,900+31.5% | $6,953+11.6% | $4,028+92.6% |
| Admin fee / account holder | $9,046 | $5,640+60.4% | $6,734+34.3% | $5,403+67.4% |