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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 | $95,129 | $100,811-5.6% | $86,698+9.7% | $134,545-29.3% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -6.60% | 29.11%-35.7pp | 35.96%-42.6pp | 418.37%-425.0pp |
| Employer contribution / active EE | $9,610 | $3,490+175.3% | $2,837+238.8% | $4,742+102.7% |
| Participant deferral / active EE | $2,451 | $5,339-54.1% | $4,656-47.4% | $6,401-61.7% |
| Admin fee / account holder | $25,316 | $10,926+131.7% | $7,492+237.9% | $11,431+121.5% |