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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 | $110,199 | $75,962+45.1% | $154,108-28.5% | $64,173+71.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.89% | 30.32%-38.2pp | 735.21%-743.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $5,787 | $3,350+72.8% | $5,298+9.2% | $2,381+143.1% |
| Participant deferral / active EE | $4,567 | $3,175+43.9% | $5,081-10.1% | $3,470+31.6% |
| Admin fee / account holder | $914 | $5,589-83.6% | $13,411-93.2% | $4,887-81.3% |