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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 | $103,855 | $59,111+75.7% | $86,451+20.1% | $68,490+51.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.79% | -0.22%-9.6pp | 4398.51%-4408.3pp | -7.85%-1.9pp |
| Employer contribution / active EE | $7,310 | $2,519+190.2% | $3,770+93.9% | $2,597+181.5% |
| Participant deferral / active EE | $4,722 | $5,900-20.0% | $6,953-32.1% | $4,028+17.2% |
| Admin fee / account holder | $14,084 | $5,640+149.7% | $6,734+109.1% | $5,403+160.7% |