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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 | $152,981 | $82,674+85.0% | $125,381+22.0% | $68,486+123.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.22% | -5.97%-9.3pp | 572.31%-587.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $9,364 | $3,382+176.9% | $4,815+94.5% | $2,597+260.6% |
| Participant deferral / active EE | $12,477 | $6,111+104.2% | $7,448+67.5% | $4,028+209.8% |
| Admin fee / account holder | $14,292 | $6,277+127.7% | $10,007+42.8% | $5,404+164.5% |