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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 | $247,438 | $134,001+84.7% | $112,258+120.4% | $134,509+84.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.72% | 47.15%-59.9pp | 27.47%-40.2pp | 418.13%-430.9pp |
| Employer contribution / active EE | $18,152 | $4,039+349.4% | $3,636+399.3% | $4,741+282.9% |
| Participant deferral / active EE | $8,624 | $5,291+63.0% | $4,728+82.4% | $6,400+34.7% |
| Admin fee / account holder | $10,790 | $7,491+44.1% | $6,411+68.3% | $11,427-5.6% |