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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 | $109,372 | $100,805+8.5% | $86,698+26.2% | $134,532-18.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.04% | 29.09%-48.1pp | 35.95%-55.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $4,389 | $3,490+25.7% | $2,837+54.7% | $4,741-7.4% |
| Participant deferral / active EE | $20,300 | $5,339+280.2% | $4,656+336.0% | $6,401+217.1% |
| Admin fee / account holder | $1,195 | $10,925-89.1% | $7,493-84.0% | $11,429-89.5% |