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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 | $241,922 | $100,811+140.0% | $86,698+179.0% | $134,545+79.8% |
| Participation rate | 73.3% | 79.0%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | -13.56% | 29.11%-42.7pp | 35.96%-49.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $4,415 | $3,490+26.5% | $2,837+55.6% | $4,742-6.9% |
| Participant deferral / active EE | $6,928 | $5,339+29.8% | $4,656+48.8% | $6,401+8.2% |
| Admin fee / account holder | $4,777 | $10,926-56.3% | $7,492-36.2% | $11,431-58.2% |