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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 | $91,163 | $93,098-2.1% | $77,081+18.3% | $134,509-32.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.34% | 62.63%-78.0pp | 42.33%-57.7pp | 418.13%-433.5pp |
| Employer contribution / active EE | $3,629 | $3,419+6.1% | $2,813+29.0% | $4,741-23.4% |
| Participant deferral / active EE | $7,256 | $5,239+38.5% | $4,428+63.9% | $6,400+13.4% |
| Admin fee / account holder | $9,650 | $6,945+38.9% | $5,427+77.8% | $11,427-15.6% |