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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 | $235,973 | $129,959+81.6% | $104,301+126.2% | $134,532+75.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -3.78% | 42.04%-45.8pp | 24.61%-28.4pp | 418.27%-422.0pp |
| Employer contribution / active EE | $2,823 | $4,185-32.6% | $3,373-16.3% | $4,741-40.5% |
| Participant deferral / active EE | $5,581 | $5,589-0.2% | $4,626+20.6% | $6,401-12.8% |
| Admin fee / account holder | $8,155 | $9,325-12.5% | $7,340+11.1% | $11,429-28.6% |