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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 | $153,983 | $133,981+14.9% | $112,249+37.2% | $134,532+14.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.13% | 47.16%-62.3pp | 27.48%-42.6pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,123 | $4,040-22.7% | $3,636-14.1% | $4,741-34.1% |
| Participant deferral / active EE | $8,875 | $5,292+67.7% | $4,729+87.7% | $6,401+38.6% |
| Admin fee / account holder | $922 | $7,492-87.7% | $6,412-85.6% | $11,429-91.9% |