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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 | $110,400 | $75,962+45.3% | $154,111-28.4% | $64,173+72.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.33% | 30.32%-36.6pp | 735.18%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $17,611 | $3,350+425.7% | $5,298+232.4% | $2,381+639.7% |
| Participant deferral / active EE | $8,936 | $3,175+181.5% | $5,081+75.9% | $3,470+157.6% |
| Admin fee / account holder | $20,718 | $5,589+270.7% | $13,411+54.5% | $4,887+323.9% |