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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 | $181,178 | $82,674+119.1% | $125,381+44.5% | $68,486+164.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $8,618 | $3,382+154.8% | $4,815+79.0% | $2,597+231.9% |
| Participant deferral / active EE | $7,991 | $6,111+30.8% | $7,448+7.3% | $4,028+98.4% |
| Admin fee / account holder | $38,321 | $6,277+510.5% | $10,007+282.9% | $5,404+609.2% |