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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 | $158,842 | $57,352+177.0% | $83,831+89.5% | $64,173+147.5% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -5.57% | 11.38%-17.0pp | 850.99%-856.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,563 | $2,546+197.1% | $3,631+108.3% | $2,381+217.7% |
| Participant deferral / active EE | $10,458 | $2,993+249.4% | $4,082+156.2% | $3,470+201.4% |
| Admin fee / account holder | $8,408 | $4,046+107.8% | $5,479+53.5% | $4,887+72.0% |