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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 | $121,376 | $133,983-9.4% | $112,244+8.1% | $134,493-9.8% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.01% | 47.13%-61.1pp | 27.46%-41.5pp | 418.01%-432.0pp |
| Employer contribution / active EE | $10,546 | $4,039+161.1% | $3,635+190.1% | $4,740+122.5% |
| Participant deferral / active EE | $7,924 | $5,291+49.8% | $4,728+67.6% | $6,400+23.8% |
| Admin fee / account holder | $13,168 | $7,490+75.8% | $6,411+105.4% | $11,425+15.3% |