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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 | $124,806 | $133,998-6.9% | $112,263+11.2% | $134,545-7.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.92% | 47.17%-64.1pp | 27.49%-44.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $13,681 | $4,040+238.6% | $3,636+276.2% | $4,742+188.5% |
| Participant deferral / active EE | $9,620 | $5,292+81.8% | $4,729+103.4% | $6,401+50.3% |
| Admin fee / account holder | $3,552 | $7,493-52.6% | $6,410-44.6% | $11,431-68.9% |