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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 | $94,088 | $104,116-9.6% | $71,089+32.4% | $135,380-30.5% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.6%+32.9pp | 82.6%+4.9pp |
| Annual return | -5.60% | 1256.51%-1262.1pp | 650.65%-656.3pp | 519.81%-525.4pp |
| Employer contribution / active EE | $6,135 | $1,485+313.2% | $1,088+464.0% | $4,779+28.4% |
| Participant deferral / active EE | $3,244 | $2,524+28.6% | $1,873+73.3% | $5,609-42.2% |
| Admin fee / account holder | $17,157 | $4,142+314.3% | $3,082+456.6% | $10,828+58.5% |