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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 | $104,736 | $133,981-21.8% | $112,249-6.7% | $134,532-22.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.94% | 47.16%-63.1pp | 27.48%-43.4pp | 418.27%-434.2pp |
| Employer contribution / active EE | $6,712 | $4,040+66.2% | $3,636+84.6% | $4,741+41.6% |
| Participant deferral / active EE | $17,000 | $5,292+221.2% | $4,729+259.5% | $6,401+165.6% |
| Admin fee / account holder | $1,157 | $7,492-84.6% | $6,412-82.0% | $11,429-89.9% |