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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 | $97,695 | $133,998-27.1% | $112,263-13.0% | $134,545-27.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.55% | 47.17%-61.7pp | 27.49%-42.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $4,210 | $4,040+4.2% | $3,636+15.8% | $4,742-11.2% |
| Participant deferral / active EE | $6,200 | $5,292+17.2% | $4,729+31.1% | $6,401-3.1% |
| Admin fee / account holder | $3,345 | $7,493-55.4% | $6,410-47.8% | $11,431-70.7% |