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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 | $82,429 | $57,352+43.7% | $83,831-1.7% | $64,173+28.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.84% | 11.38%-18.2pp | 850.99%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,951 | $2,546+94.5% | $3,631+36.4% | $2,381+108.0% |
| Participant deferral / active EE | $9,003 | $2,993+200.8% | $4,082+120.5% | $3,470+159.5% |
| Admin fee / account holder | $9,775 | $4,046+141.6% | $5,479+78.4% | $4,887+100.0% |