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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 | $116,050 | $100,805+15.1% | $86,698+33.9% | $134,532-13.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.59% | 29.09%-41.7pp | 35.95%-48.5pp | 418.27%-430.9pp |
| Employer contribution / active EE | $2,702 | $3,490-22.6% | $2,837-4.7% | $4,741-43.0% |
| Participant deferral / active EE | $7,891 | $5,339+47.8% | $4,656+69.5% | $6,401+23.3% |
| Admin fee / account holder | $15,354 | $10,925+40.5% | $7,493+104.9% | $11,429+34.3% |