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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 | $161,360 | $82,678+95.2% | $125,391+28.7% | $68,490+135.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.00% | -5.97%-9.0pp | 572.41%-587.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $7,365 | $3,382+117.7% | $4,816+52.9% | $2,597+183.6% |
| Participant deferral / active EE | $8,588 | $6,111+40.5% | $7,448+15.3% | $4,028+113.2% |
| Admin fee / account holder | $2,328 | $6,277-62.9% | $10,009-76.7% | $5,403-56.9% |