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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 | $202,179 | $75,962+166.2% | $154,108+31.2% | $64,173+215.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.78% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,173 | $3,350+84.3% | $5,298+16.5% | $2,381+159.3% |
| Participant deferral / active EE | $4,070 | $3,175+28.2% | $5,081-19.9% | $3,470+17.3% |
| Admin fee / account holder | $9,013 | $5,589+61.3% | $13,411-32.8% | $4,887+84.4% |