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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 | $131,768 | $106,551+23.7% | $91,225+44.4% | $134,532-2.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.58% | 160.78%-173.4pp | 114.12%-126.7pp | 418.27%-430.8pp |
| Employer contribution / active EE | $32,875 | $3,331+886.8% | $2,851+1053.1% | $4,741+593.4% |
| Participant deferral / active EE | $20,500 | $4,718+334.5% | $4,233+384.2% | $6,401+220.3% |
| Admin fee / account holder | $760 | $6,234-87.8% | $5,422-86.0% | $11,429-93.3% |