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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 | $109,546 | $93,117+17.6% | $77,096+42.1% | $134,532-18.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.90% | 62.67%-78.6pp | 42.35%-58.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,347 | $3,420-31.4% | $2,814-16.6% | $4,741-50.5% |
| Participant deferral / active EE | $8,904 | $5,241+69.9% | $4,429+101.0% | $6,401+39.1% |
| Admin fee / account holder | $3,649 | $6,948-47.5% | $5,428-32.8% | $11,429-68.1% |