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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 | $133,998-9.4% | $112,263+8.1% | $134,545-9.8% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.01% | 47.17%-61.2pp | 27.49%-41.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $10,546 | $4,040+161.0% | $3,636+190.0% | $4,742+122.4% |
| Participant deferral / active EE | $7,924 | $5,292+49.7% | $4,729+67.5% | $6,401+23.8% |
| Admin fee / account holder | $13,168 | $7,493+75.7% | $6,410+105.4% | $11,431+15.2% |