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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 | $132,182 | $100,811+31.1% | $86,698+52.5% | $134,545-1.8% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.07% | 29.11%-47.2pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $16,697 | $3,490+378.4% | $2,837+488.6% | $4,742+252.1% |
| Participant deferral / active EE | $7,924 | $5,339+48.4% | $4,656+70.2% | $6,401+23.8% |
| Admin fee / account holder | $1,958 | $10,926-82.1% | $7,492-73.9% | $11,431-82.9% |