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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 | $99,769 | $82,678+20.7% | $125,391-20.4% | $68,490+45.7% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -15.10% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $6,169 | $3,382+82.4% | $4,816+28.1% | $2,597+137.6% |
| Participant deferral / active EE | $10,631 | $6,111+74.0% | $7,448+42.7% | $4,028+163.9% |
| Admin fee / account holder | $14,553 | $6,277+131.8% | $10,009+45.4% | $5,403+169.4% |