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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 | $96,358 | $134,001-28.1% | $112,258-14.2% | $134,509-28.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.98% | 47.15%-64.1pp | 27.47%-44.4pp | 418.13%-435.1pp |
| Employer contribution / active EE | $12,995 | $4,039+221.7% | $3,636+257.4% | $4,741+174.1% |
| Participant deferral / active EE | $5,168 | $5,291-2.3% | $4,728+9.3% | $6,400-19.3% |
| Admin fee / account holder | $592 | $7,491-92.1% | $6,411-90.8% | $11,427-94.8% |