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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 | $228,096 | $100,792+126.3% | $86,691+163.1% | $134,509+69.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.04% | 29.08%-47.1pp | 35.94%-54.0pp | 418.13%-436.2pp |
| Employer contribution / active EE | $11,862 | $3,491+239.8% | $2,837+318.1% | $4,741+150.2% |
| Participant deferral / active EE | $11,567 | $5,339+116.7% | $4,656+148.4% | $6,400+80.7% |
| Admin fee / account holder | $2,063 | $10,924-81.1% | $7,492-72.5% | $11,427-82.0% |