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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 | $132,112 | $133,998-1.4% | $112,263+17.7% | $134,545-1.8% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -17.88% | 47.17%-65.0pp | 27.49%-45.4pp | 418.37%-436.2pp |
| Employer contribution / active EE | $16,184 | $4,040+300.6% | $3,636+345.1% | $4,742+241.3% |
| Participant deferral / active EE | $11,737 | $5,292+121.8% | $4,729+148.2% | $6,401+83.4% |
| Admin fee / account holder | $12,338 | $7,493+64.7% | $6,410+92.5% | $11,431+7.9% |