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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 | $93,431 | $82,674+13.0% | $125,363-25.5% | $68,495+36.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | 3.59% | -5.97%+9.6pp | 572.15%-568.6pp | -7.84%+11.4pp |
| Employer contribution / active EE | $1,862 | $3,382-44.9% | $4,815-61.3% | $2,596-28.3% |
| Participant deferral / active EE | $8,943 | $6,111+46.3% | $7,447+20.1% | $4,028+122.0% |
| Admin fee / account holder | $8,831 | $6,276+40.7% | $10,005-11.7% | $5,403+63.4% |