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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 | $162,690 | $82,674+96.8% | $125,381+29.8% | $68,486+137.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.41% | -5.97%-10.4pp | 572.31%-588.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $7,409 | $3,382+119.1% | $4,815+53.9% | $2,597+185.3% |
| Participant deferral / active EE | $9,860 | $6,111+61.4% | $7,448+32.4% | $4,028+144.8% |
| Admin fee / account holder | $21,874 | $6,277+248.5% | $10,007+118.6% | $5,404+304.8% |