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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 | $94,911 | $95,915-1.0% | $79,580+19.3% | $134,532-29.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.19% | -2.71%-15.5pp | 0.15%-18.3pp | 418.27%-436.5pp |
| Employer contribution / active EE | $7,126 | $3,129+127.7% | $2,413+195.3% | $4,741+50.3% |
| Participant deferral / active EE | $4,123 | $4,693-12.1% | $3,985+3.5% | $6,401-35.6% |
| Admin fee / account holder | $1,991 | $9,132-78.2% | $6,835-70.9% | $11,429-82.6% |