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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 | $94,145 | $82,678+13.9% | $125,391-24.9% | $68,490+37.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.19% | -5.97%-4.2pp | 572.41%-582.6pp | -7.85%-2.3pp |
| Employer contribution / active EE | $7,163 | $3,382+111.8% | $4,816+48.7% | $2,597+175.9% |
| Participant deferral / active EE | $3,334 | $6,111-45.5% | $7,448-55.2% | $4,028-17.2% |
| Admin fee / account holder | $19,129 | $6,277+204.7% | $10,009+91.1% | $5,403+254.0% |