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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 | $123,773 | $133,998-7.6% | $112,263+10.3% | $134,545-8.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.07% | 47.17%-60.2pp | 27.49%-40.6pp | 418.37%-431.4pp |
| Employer contribution / active EE | $4,819 | $4,040+19.3% | $3,636+32.5% | $4,742+1.6% |
| Participant deferral / active EE | $4,786 | $5,292-9.6% | $4,729+1.2% | $6,401-25.2% |
| Admin fee / account holder | $803 | $7,493-89.3% | $6,410-87.5% | $11,431-93.0% |