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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 | $126,652 | $75,962+66.7% | $154,108-17.8% | $64,173+97.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.35% | 30.32%-34.7pp | 735.21%-739.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $8,344 | $3,350+149.1% | $5,298+57.5% | $2,381+250.5% |
| Participant deferral / active EE | $4,510 | $3,175+42.0% | $5,081-11.2% | $3,470+30.0% |
| Admin fee / account holder | $54,483 | $5,589+874.8% | $13,411+306.2% | $4,887+1014.8% |