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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 | $95,484 | $100,811-5.3% | $86,698+10.1% | $134,545-29.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.17% | 29.11%-49.3pp | 35.96%-56.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $9,767 | $3,490+179.8% | $2,837+244.3% | $4,742+106.0% |
| Participant deferral / active EE | $7,565 | $5,339+41.7% | $4,656+62.5% | $6,401+18.2% |
| Admin fee / account holder | $2,462 | $10,926-77.5% | $7,492-67.1% | $11,431-78.5% |