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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 | $57,609 | $168,635-65.8% | $147,617-61.0% | $125,389-54.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.60% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $10,345 | $6,252+65.5% | $5,564+85.9% | $4,866+112.6% |
| Participant deferral / active EE | $11,263 | $5,507+104.5% | $4,895+130.1% | $5,352+110.5% |
| Admin fee / account holder | $424 | $13,580-96.9% | $11,612-96.4% | $9,541-95.6% |