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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 | $97,817 | $82,674+18.3% | $125,358-22.0% | $68,498+42.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.03%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,732 | $3,381+39.9% | $4,814-1.7% | $2,596+82.2% |
| Participant deferral / active EE | $10,216 | $6,111+67.2% | $7,447+37.2% | $4,027+153.7% |
| Admin fee / account holder | $1,779 | $6,276-71.7% | $10,007-82.2% | $5,403-67.1% |