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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 | $91,039 | $133,981-32.1% | $112,249-18.9% | $134,532-32.3% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -12.73% | 47.16%-59.9pp | 27.48%-40.2pp | 418.27%-431.0pp |
| Employer contribution / active EE | $9,049 | $4,040+124.0% | $3,636+148.9% | $4,741+90.9% |
| Participant deferral / active EE | $8,366 | $5,292+58.1% | $4,729+76.9% | $6,401+30.7% |
| Admin fee / account holder | $7,829 | $7,492+4.5% | $6,412+22.1% | $11,429-31.5% |