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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 | $132,086 | $75,962+73.9% | $154,108-14.3% | $64,173+105.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.47% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,318 | $3,350+88.6% | $5,298+19.3% | $2,381+165.4% |
| Participant deferral / active EE | $4,785 | $3,175+50.7% | $5,081-5.8% | $3,470+37.9% |
| Admin fee / account holder | $5,029 | $5,589-10.0% | $13,411-62.5% | $4,887+2.9% |