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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 | $204,466 | $67,340+203.6% | $60,888+235.8% | $134,493+52.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.93% | 49.97%-67.9pp | 16.91%-34.8pp | 418.01%-435.9pp |
| Employer contribution / active EE | $2,868 | $3,096-7.4% | $2,702+6.1% | $4,740-39.5% |
| Participant deferral / active EE | $18,000 | $4,538+296.7% | $3,817+371.6% | $6,400+181.3% |
| Admin fee / account holder | $563 | $4,583-87.7% | $3,225-82.5% | $11,425-95.1% |