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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 | $226,437 | $133,983+69.0% | $112,244+101.7% | $134,493+68.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.93% | 47.13%-59.1pp | 27.46%-39.4pp | 418.01%-429.9pp |
| Employer contribution / active EE | $4,782 | $4,039+18.4% | $3,635+31.6% | $4,740+0.9% |
| Participant deferral / active EE | $10,507 | $5,291+98.6% | $4,728+122.2% | $6,400+64.2% |
| Admin fee / account holder | $6,103 | $7,490-18.5% | $6,411-4.8% | $11,425-46.6% |