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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 | $73,641 | $54,370+35.4% | $82,763-11.0% | $68,490+7.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.69% | -13.67%-5.0pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $12,344 | $2,219+456.2% | $3,008+310.3% | $2,597+375.4% |
| Participant deferral / active EE | $9,035 | $3,247+178.2% | $4,395+105.6% | $4,028+124.3% |
| Admin fee / account holder | $5,136 | $4,398+16.8% | $5,325-3.5% | $5,403-4.9% |