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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 | $219,302 | $75,962+188.7% | $154,108+42.3% | $64,173+241.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.08% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,673 | $3,350+99.2% | $5,298+26.0% | $2,381+180.3% |
| Participant deferral / active EE | $6,791 | $3,175+113.9% | $5,081+33.7% | $3,470+95.7% |
| Admin fee / account holder | $7,152 | $5,589+28.0% | $13,411-46.7% | $4,887+46.3% |