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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 | $102,031 | $88,596+15.2% | $70,098+45.6% | $134,509-24.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.28% | 442.67%-456.9pp | 190.76%-205.0pp | 418.13%-432.4pp |
| Employer contribution / active EE | $14,613 | $3,235+351.6% | $2,560+470.8% | $4,741+208.3% |
| Participant deferral / active EE | $6,339 | $4,772+32.8% | $3,849+64.7% | $6,400-1.0% |
| Admin fee / account holder | $3,476 | $10,441-66.7% | $6,266-44.5% | $11,427-69.6% |