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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 | $195,091 | $88,603+120.2% | $69,890+179.1% | $134,545+45.0% |
| Participation rate | 94.7% | 74.9%+19.8pp | 70.5%+24.3pp | 81.2%+13.5pp |
| Annual return | -15.44% | 442.93%-458.4pp | 190.84%-206.3pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,754 | $3,236-14.9% | $2,560+7.6% | $4,742-41.9% |
| Participant deferral / active EE | $11,755 | $4,771+146.4% | $3,848+205.4% | $6,401+83.6% |
| Admin fee / account holder | $33,555 | $10,443+221.3% | $6,267+435.4% | $11,431+193.6% |