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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 | $224,021 | $152,591+46.8% | $117,529+90.6% | $134,545+66.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.22% | 53.04%-66.3pp | 29.77%-43.0pp | 418.37%-431.6pp |
| Employer contribution / active EE | $20,820 | $5,576+273.4% | $4,179+398.2% | $4,742+339.1% |
| Participant deferral / active EE | $6,833 | $4,821+41.7% | $4,072+67.8% | $6,401+6.7% |
| Admin fee / account holder | $814 | $7,004-88.4% | $5,645-85.6% | $11,431-92.9% |