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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 | $91,724 | $75,832+21.0% | $147,617-37.9% | $59,633+53.8% |
| Participation rate | 91.7% | 71.6%+20.1pp | 84.6%+7.0pp | 68.7%+23.0pp |
| Annual return | 0.04% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $5,388 | $3,485+54.6% | $5,564-3.2% | $2,203+144.6% |
| Participant deferral / active EE | $3,317 | $3,131+5.9% | $4,895-32.2% | $3,192+3.9% |
| Admin fee / account holder | $2,920 | $5,986-51.2% | $11,612-74.9% | $4,297-32.0% |