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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 | $140,777 | $134,001+5.1% | $112,258+25.4% | $134,509+4.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.59% | 47.15%-62.7pp | 27.47%-43.1pp | 418.13%-433.7pp |
| Employer contribution / active EE | $3,226 | $4,039-20.1% | $3,636-11.3% | $4,741-32.0% |
| Participant deferral / active EE | $8,902 | $5,291+68.2% | $4,728+88.3% | $6,400+39.1% |
| Admin fee / account holder | $9,622 | $7,491+28.4% | $6,411+50.1% | $11,427-15.8% |