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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 | $135,696 | $78,694+72.4% | $67,652+100.6% | $125,393+8.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.79% | 9.46%-11.2pp | 6625.04%-6626.8pp | 282.23%-284.0pp |
| Employer contribution / active EE | $12,533 | $3,044+311.8% | $2,266+453.2% | $4,866+157.6% |
| Participant deferral / active EE | $4,000 | $4,292-6.8% | $3,560+12.4% | $5,351-25.3% |
| Admin fee / account holder | $8,498 | $7,403+14.8% | $4,821+76.3% | $9,541-10.9% |