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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 | $171,096 | $133,981+27.7% | $112,249+52.4% | $134,532+27.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.43% | 47.16%-57.6pp | 27.48%-37.9pp | 418.27%-428.7pp |
| Employer contribution / active EE | $4,507 | $4,040+11.6% | $3,636+24.0% | $4,741-4.9% |
| Participant deferral / active EE | $23,413 | $5,292+342.4% | $4,729+395.1% | $6,401+265.8% |
| Admin fee / account holder | $167,106 | $7,492+2130.5% | $6,412+2506.0% | $11,429+1362.2% |