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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 | $179,984 | $75,962+136.9% | $154,111+16.8% | $64,173+180.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.57% | 30.32%-36.9pp | 735.18%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $10,161 | $3,350+203.3% | $5,298+91.8% | $2,381+326.8% |
| Participant deferral / active EE | $8,103 | $3,175+155.2% | $5,081+59.5% | $3,470+133.5% |
| Admin fee / account holder | $7,702 | $5,589+37.8% | $13,411-42.6% | $4,887+57.6% |