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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 | $154,801 | $105,861+46.2% | $90,756+70.6% | $134,509+15.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.55% | -10.99%-6.6pp | -12.16%-5.4pp | 418.13%-435.7pp |
| Employer contribution / active EE | $16,667 | $3,463+381.2% | $2,922+470.5% | $4,741+251.6% |
| Participant deferral / active EE | $2,773 | $5,217-46.8% | $4,565-39.2% | $6,400-56.7% |
| Admin fee / account holder | $2,415 | $13,938-82.7% | $8,445-71.4% | $11,427-78.9% |