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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 | $206,531 | $134,001+54.1% | $112,258+84.0% | $134,509+53.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.39% | 47.15%-64.5pp | 27.47%-44.9pp | 418.13%-435.5pp |
| Employer contribution / active EE | $5,524 | $4,039+36.7% | $3,636+51.9% | $4,741+16.5% |
| Participant deferral / active EE | $4,483 | $5,291-15.3% | $4,728-5.2% | $6,400-30.0% |
| Admin fee / account holder | $3,156 | $7,491-57.9% | $6,411-50.8% | $11,427-72.4% |