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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 | $109,999 | $75,959+44.8% | $154,114-28.6% | $64,181+71.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.41% | 30.32%-35.7pp | 735.16%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $11,104 | $3,350+231.5% | $5,298+109.6% | $2,381+366.4% |
| Participant deferral / active EE | $5,656 | $3,175+78.2% | $5,081+11.3% | $3,470+63.0% |
| Admin fee / account holder | $992 | $5,589-82.2% | $13,411-92.6% | $4,887-79.7% |