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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 | $114,860 | $134,001-14.3% | $112,258+2.3% | $134,509-14.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.88% | 47.15%-56.0pp | 27.47%-36.4pp | 418.13%-427.0pp |
| Employer contribution / active EE | $7,001 | $4,039+73.3% | $3,636+92.6% | $4,741+47.7% |
| Participant deferral / active EE | $7,071 | $5,291+33.6% | $4,728+49.5% | $6,400+10.5% |
| Admin fee / account holder | $2,861 | $7,491-61.8% | $6,411-55.4% | $11,427-75.0% |