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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 | $138,495 | $100,792+37.4% | $86,691+59.8% | $134,509+3.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.96% | 29.08%-48.0pp | 35.94%-54.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,362 | $3,491-32.3% | $2,837-16.7% | $4,741-50.2% |
| Participant deferral / active EE | $12,000 | $5,339+124.8% | $4,656+157.7% | $6,400+87.5% |
| Admin fee / account holder | $1,928 | $10,924-82.4% | $7,492-74.3% | $11,427-83.1% |