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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 | $96,836 | $93,124+4.0% | $77,100+25.6% | $134,545-28.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.16% | 62.68%-79.8pp | 42.35%-59.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $6,023 | $3,421+76.1% | $2,815+114.0% | $4,742+27.0% |
| Participant deferral / active EE | $9,968 | $5,242+90.2% | $4,430+125.0% | $6,401+55.7% |
| Admin fee / account holder | $873 | $6,970-87.5% | $5,443-84.0% | $11,431-92.4% |