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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 | $134,288 | $82,674+62.4% | $125,381+7.1% | $68,486+96.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.84% | -5.97%-12.9pp | 572.31%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $10,695 | $3,382+216.2% | $4,815+122.1% | $2,597+311.9% |
| Participant deferral / active EE | $9,736 | $6,111+59.3% | $7,448+30.7% | $4,028+141.7% |
| Admin fee / account holder | $63,383 | $6,277+909.8% | $10,007+533.4% | $5,404+1072.9% |