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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 | $125,427 | $133,998-6.4% | $112,263+11.7% | $134,545-6.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.86% | 47.17%-64.0pp | 27.49%-44.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $5,090 | $4,040+26.0% | $3,636+40.0% | $4,742+7.3% |
| Participant deferral / active EE | $11,064 | $5,292+109.1% | $4,729+133.9% | $6,401+72.8% |
| Admin fee / account holder | $1,307 | $7,493-82.6% | $6,410-79.6% | $11,431-88.6% |