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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 | $178,401 | $59,116+201.8% | $86,438+106.4% | $68,486+160.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.02% | -0.23%-17.8pp | 4397.19%-4415.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $21,771 | $2,519+764.3% | $3,769+477.6% | $2,597+738.4% |
| Participant deferral / active EE | $21,091 | $5,902+257.4% | $6,952+203.4% | $4,028+423.7% |
| Admin fee / account holder | $36,906 | $5,639+554.5% | $6,733+448.1% | $5,404+583.0% |