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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 | $173,916 | $82,674+110.4% | $125,381+38.7% | $68,486+153.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.31%-589.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $6,344 | $3,382+87.6% | $4,815+31.7% | $2,597+144.3% |
| Participant deferral / active EE | $11,112 | $6,111+81.8% | $7,448+49.2% | $4,028+175.9% |
| Admin fee / account holder | $4,288 | $6,277-31.7% | $10,007-57.1% | $5,404-20.6% |