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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 | $93,473 | $54,370+71.9% | $82,763+12.9% | $68,490+36.5% |
| Participation rate | 86.5% | 63.9%+22.6pp | 72.6%+14.0pp | 67.9%+18.6pp |
| Annual return | -17.32% | -13.67%-3.6pp | 702.45%-719.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,664 | $2,219+110.1% | $3,008+55.0% | $2,597+79.6% |
| Participant deferral / active EE | $4,357 | $3,247+34.2% | $4,395-0.9% | $4,028+8.2% |
| Admin fee / account holder | $4,284 | $4,398-2.6% | $5,325-19.5% | $5,403-20.7% |