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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 | $94,795 | $133,998-29.3% | $112,263-15.6% | $134,545-29.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.46% | 47.17%-64.6pp | 27.49%-45.0pp | 418.37%-435.8pp |
| Employer contribution / active EE | $11,121 | $4,040+175.3% | $3,636+205.8% | $4,742+134.5% |
| Participant deferral / active EE | $3,558 | $5,292-32.8% | $4,729-24.8% | $6,401-44.4% |
| Admin fee / account holder | $495 | $7,493-93.4% | $6,410-92.3% | $11,431-95.7% |