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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 | $67,895 | $91,536-25.8% | $130,062-47.8% | $75,177-9.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.44% | -631.62%+650.1pp | -137.37%+155.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $8,815 | $2,845+209.8% | $4,322+103.9% | $2,671+230.0% |
| Participant deferral / active EE | $20,296 | $4,343+367.3% | $5,821+248.7% | $4,126+391.9% |
| Admin fee / account holder | $19,489 | $6,780+187.5% | $10,601+83.8% | $5,651+244.9% |