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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 | $107,603 | $82,674+30.2% | $125,381-14.2% | $68,486+57.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,171 | $3,382-6.2% | $4,815-34.2% | $2,597+22.1% |
| Participant deferral / active EE | $8,491 | $6,111+38.9% | $7,448+14.0% | $4,028+110.8% |
| Admin fee / account holder | $2,946 | $6,277-53.1% | $10,007-70.6% | $5,404-45.5% |