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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 | $163,316 | $76,000+114.9% | $154,111+6.0% | $64,186+154.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.19% | 30.32%-36.5pp | 735.15%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,342 | $3,351+119.1% | $5,298+38.6% | $2,381+208.4% |
| Participant deferral / active EE | $6,633 | $3,175+108.9% | $5,081+30.6% | $3,470+91.2% |
| Admin fee / account holder | $4,619 | $5,596-17.5% | $13,411-65.6% | $4,888-5.5% |