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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 | $125,896 | $82,674+52.3% | $125,363+0.4% | $68,495+83.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.15%-588.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,860 | $3,382+43.7% | $4,815+0.9% | $2,596+87.2% |
| Participant deferral / active EE | $9,059 | $6,111+48.2% | $7,447+21.6% | $4,028+124.9% |
| Admin fee / account holder | $13,452 | $6,276+114.3% | $10,005+34.4% | $5,403+149.0% |