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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 | $106,173 | $133,981-20.8% | $112,249-5.4% | $134,532-21.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.42% | 47.16%-64.6pp | 27.48%-44.9pp | 418.27%-435.7pp |
| Employer contribution / active EE | $13,670 | $4,040+238.4% | $3,636+276.0% | $4,741+188.3% |
| Participant deferral / active EE | $5,210 | $5,292-1.5% | $4,729+10.2% | $6,401-18.6% |
| Admin fee / account holder | $418 | $7,492-94.4% | $6,412-93.5% | $11,429-96.3% |