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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 | $176,185 | $100,805+74.8% | $86,698+103.2% | $134,532+31.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.19% | 29.09%-47.3pp | 35.95%-54.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,592 | $3,490-54.4% | $2,837-43.9% | $4,741-66.4% |
| Participant deferral / active EE | $4,136 | $5,339-22.5% | $4,656-11.2% | $6,401-35.4% |
| Admin fee / account holder | $8,516 | $10,925-22.1% | $7,493+13.7% | $11,429-25.5% |