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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 | $101,724 | $75,962+33.9% | $154,108-34.0% | $64,173+58.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.66% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,987 | $3,350+48.9% | $5,298-5.9% | $2,381+109.5% |
| Participant deferral / active EE | $4,039 | $3,175+27.2% | $5,081-20.5% | $3,470+16.4% |
| Admin fee / account holder | $5,280 | $5,589-5.5% | $13,411-60.6% | $4,887+8.0% |