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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 | $98,544 | $100,792-2.2% | $86,691+13.7% | $134,509-26.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.16% | 29.08%-42.2pp | 35.94%-49.1pp | 418.13%-431.3pp |
| Employer contribution / active EE | $1,296 | $3,491-62.9% | $2,837-54.3% | $4,741-72.7% |
| Participant deferral / active EE | $6,383 | $5,339+19.6% | $4,656+37.1% | $6,400-0.3% |
| Admin fee / account holder | $16,403 | $10,924+50.2% | $7,492+118.9% | $11,427+43.5% |