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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 | $112,934 | $100,811+12.0% | $86,698+30.3% | $134,545-16.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.21% | 29.11%-43.3pp | 35.96%-50.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $3,591 | $3,490+2.9% | $2,837+26.6% | $4,742-24.3% |
| Participant deferral / active EE | $6,458 | $5,339+21.0% | $4,656+38.7% | $6,401+0.9% |
| Admin fee / account holder | $10,718 | $10,926-1.9% | $7,492+43.1% | $11,431-6.2% |