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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 | $114,202 | $82,678+38.1% | $125,391-8.9% | $68,490+66.7% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -17.78% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $3,954 | $3,382+16.9% | $4,816-17.9% | $2,597+52.3% |
| Participant deferral / active EE | $16,617 | $6,111+171.9% | $7,448+123.1% | $4,028+312.6% |
| Admin fee / account holder | $4,392 | $6,277-30.0% | $10,009-56.1% | $5,403-18.7% |