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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 | $97,680 | $91,525+6.7% | $130,026-24.9% | $75,181+29.9% |
| Participation rate | 98.8% | 71.4%+27.3pp | 78.5%+20.3pp | 67.2%+31.6pp |
| Annual return | 20.04% | -631.40%+651.4pp | -137.26%+157.3pp | 160.69%-140.6pp |
| Employer contribution / active EE | $2,220 | $2,844-21.9% | $4,321-48.6% | $2,671-16.9% |
| Participant deferral / active EE | $5,297 | $4,342+22.0% | $5,821-9.0% | $4,126+28.4% |
| Admin fee / account holder | $8,600 | $6,778+26.9% | $10,608-18.9% | $5,650+52.2% |