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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 | $53,680 | $138,078-61.1% | $125,363-57.2% | $134,509-60.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.88% | 750.49%-764.4pp | 572.15%-586.0pp | 418.13%-432.0pp |
| Employer contribution / active EE | $7,752 | $5,245+47.8% | $4,815+61.0% | $4,741+63.5% |
| Participant deferral / active EE | $10,668 | $7,800+36.8% | $7,447+43.3% | $6,400+66.7% |
| Admin fee / account holder | $32,138 | $11,566+177.9% | $10,005+221.2% | $11,427+181.3% |