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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 | $114,190 | $95,975+19.0% | $74,549+53.2% | $135,379-15.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.91% | 56.96%-65.9pp | 32.53%-41.4pp | 519.79%-528.7pp |
| Employer contribution / active EE | $521 | $2,716-80.8% | $1,961-73.4% | $4,779-89.1% |
| Participant deferral / active EE | $2,239 | $3,844-41.7% | $3,108-28.0% | $5,609-60.1% |
| Admin fee / account holder | $2,340 | $6,522-64.1% | $5,059-53.7% | $10,828-78.4% |