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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 | $112,316 | $100,805+11.4% | $86,698+29.5% | $134,532-16.5% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -19.41% | 29.09%-48.5pp | 35.95%-55.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,765 | $3,490-20.8% | $2,837-2.5% | $4,741-41.7% |
| Participant deferral / active EE | $10,687 | $5,339+100.2% | $4,656+129.5% | $6,401+67.0% |
| Admin fee / account holder | $34,997 | $10,925+220.3% | $7,493+367.1% | $11,429+206.2% |