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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 | $119,530 | $95,188+25.6% | $76,518+56.2% | $135,380-11.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.41% | 4.85%-10.3pp | -0.27%-5.1pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,618 | $3,303-20.7% | $2,647-1.1% | $4,779-45.2% |
| Participant deferral / active EE | $6,828 | $4,640+47.2% | $3,836+78.0% | $5,609+21.7% |
| Admin fee / account holder | $1,914 | $6,249-69.4% | $4,849-60.5% | $10,828-82.3% |