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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 | $194,870 | $82,678+135.7% | $125,391+55.4% | $68,490+184.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.04% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $7,435 | $3,382+119.8% | $4,816+54.4% | $2,597+186.3% |
| Participant deferral / active EE | $12,324 | $6,111+101.7% | $7,448+65.5% | $4,028+206.0% |
| Admin fee / account holder | $54,305 | $6,277+765.1% | $10,009+442.6% | $5,403+905.1% |