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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 | $197,180 | $82,678+138.5% | $125,391+57.3% | $68,490+187.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.72% | -5.97%-6.8pp | 572.41%-585.1pp | -7.85%-4.9pp |
| Employer contribution / active EE | $4,247 | $3,382+25.6% | $4,816-11.8% | $2,597+63.5% |
| Participant deferral / active EE | $12,700 | $6,111+107.8% | $7,448+70.5% | $4,028+215.3% |
| Admin fee / account holder | $6,971 | $6,277+11.1% | $10,009-30.3% | $5,403+29.0% |