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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 | $177,605 | $152,597+16.4% | $117,533+51.1% | $134,532+32.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.69% | 53.04%-62.7pp | 29.77%-39.5pp | 418.27%-428.0pp |
| Employer contribution / active EE | $7,996 | $5,576+43.4% | $4,179+91.3% | $4,741+68.6% |
| Participant deferral / active EE | $13,730 | $4,821+184.8% | $4,072+237.1% | $6,401+114.5% |
| Admin fee / account holder | $5,623 | $7,007-19.8% | $5,647-0.4% | $11,429-50.8% |