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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 | $95,912 | $133,981-28.4% | $112,249-14.6% | $134,532-28.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.61% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,594 | $4,040-60.5% | $3,636-56.2% | $4,741-66.4% |
| Participant deferral / active EE | $27,000 | $5,292+410.2% | $4,729+470.9% | $6,401+321.8% |
| Admin fee / account holder | $1,214 | $7,492-83.8% | $6,412-81.1% | $11,429-89.4% |