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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 | $227,799 | $105,867+115.2% | $90,760+151.0% | $134,532+69.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.73% | -10.99%-5.7pp | -12.16%-4.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $16,659 | $3,464+381.0% | $2,922+470.2% | $4,741+251.4% |
| Participant deferral / active EE | $9,656 | $5,217+85.1% | $4,565+111.5% | $6,401+50.9% |
| Admin fee / account holder | $8,008 | $13,936-42.5% | $8,444-5.2% | $11,429-29.9% |