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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 | $193,960 | $88,596+118.9% | $70,098+176.7% | $134,509+44.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.31% | 442.67%-453.0pp | 190.76%-201.1pp | 418.13%-428.4pp |
| Employer contribution / active EE | $5,491 | $3,235+69.7% | $2,560+114.5% | $4,741+15.8% |
| Participant deferral / active EE | $25,000 | $4,772+423.9% | $3,849+549.5% | $6,400+290.6% |
| Admin fee / account holder | $149,541 | $10,441+1332.3% | $6,266+2286.7% | $11,427+1208.7% |