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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 | $43,316 | $82,674-47.6% | $125,381-65.5% | $68,486-36.8% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.31%-588.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $12,785 | $3,382+278.1% | $4,815+165.5% | $2,597+392.4% |
| Participant deferral / active EE | $10,205 | $6,111+67.0% | $7,448+37.0% | $4,028+153.4% |
| Admin fee / account holder | $9,904 | $6,277+57.8% | $10,007-1.0% | $5,404+83.3% |