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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 | $96,247 | $75,962+26.7% | $154,108-37.5% | $64,173+50.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.44% | 30.32%-37.8pp | 735.21%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $10,523 | $3,350+214.1% | $5,298+98.6% | $2,381+342.0% |
| Participant deferral / active EE | $2,800 | $3,175-11.8% | $5,081-44.9% | $3,470-19.3% |
| Admin fee / account holder | $11,943 | $5,589+113.7% | $13,411-11.0% | $4,887+144.4% |