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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 | $110,648 | $82,674+33.8% | $125,363-11.7% | $68,495+61.5% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -15.89% | -5.97%-9.9pp | 572.15%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,729 | $3,382+39.8% | $4,815-1.8% | $2,596+82.1% |
| Participant deferral / active EE | $11,997 | $6,111+96.3% | $7,447+61.1% | $4,028+197.9% |
| Admin fee / account holder | $11,870 | $6,276+89.1% | $10,005+18.6% | $5,403+119.7% |