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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 | $93,682 | $100,792-7.1% | $86,691+8.1% | $134,509-30.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.99% | 29.08%-49.1pp | 35.94%-55.9pp | 418.13%-438.1pp |
| Employer contribution / active EE | $13,306 | $3,491+281.2% | $2,837+369.0% | $4,741+180.7% |
| Participant deferral / active EE | $14,198 | $5,339+165.9% | $4,656+204.9% | $6,400+121.8% |
| Admin fee / account holder | $1,667 | $10,924-84.7% | $7,492-77.7% | $11,427-85.4% |