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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 | $189,105 | $82,674+128.7% | $125,381+50.8% | $68,486+176.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $12,823 | $3,382+279.2% | $4,815+166.3% | $2,597+393.8% |
| Participant deferral / active EE | $8,341 | $6,111+36.5% | $7,448+12.0% | $4,028+107.1% |
| Admin fee / account holder | $3,689 | $6,277-41.2% | $10,007-63.1% | $5,404-31.7% |