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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 | $143,988 | $67,396+113.6% | $60,919+136.4% | $134,545+7.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.27% | 50.12%-66.4pp | 16.96%-33.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $4,593 | $3,101+48.1% | $2,704+69.9% | $4,742-3.1% |
| Participant deferral / active EE | $12,249 | $4,534+170.1% | $3,814+221.1% | $6,401+91.3% |
| Admin fee / account holder | $2,207 | $4,590-51.9% | $3,228-31.6% | $11,431-80.7% |