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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 | $173,593 | $129,960+33.6% | $104,299+66.4% | $134,545+29.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.69% | 42.06%-59.7pp | 24.62%-42.3pp | 418.37%-436.1pp |
| Employer contribution / active EE | $14,561 | $4,186+247.8% | $3,373+331.7% | $4,742+207.1% |
| Participant deferral / active EE | $11,452 | $5,589+104.9% | $4,626+147.6% | $6,401+78.9% |
| Admin fee / account holder | $9,432 | $9,324+1.2% | $7,339+28.5% | $11,431-17.5% |