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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 | $108,308 | $106,551+1.6% | $91,225+18.7% | $134,532-19.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.82% | 160.78%-176.6pp | 114.12%-129.9pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,665 | $3,331+10.0% | $2,851+28.6% | $4,741-22.7% |
| Participant deferral / active EE | $6,765 | $4,718+43.4% | $4,233+59.8% | $6,401+5.7% |
| Admin fee / account holder | $2,647 | $6,234-57.5% | $5,422-51.2% | $11,429-76.8% |