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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 | $124,976 | $75,832+64.8% | $147,618-15.3% | $59,633+109.6% |
| Participation rate | 98.2% | 71.6%+26.7pp | 84.6%+13.6pp | 68.7%+29.6pp |
| Annual return | -0.38% | 0.37%-0.7pp | 61.98%-62.4pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $9,519 | $3,485+173.1% | $5,565+71.1% | $2,203+332.1% |
| Participant deferral / active EE | $5,803 | $3,131+85.4% | $4,895+18.5% | $3,192+81.8% |
| Admin fee / account holder | $7,240 | $5,986+21.0% | $11,612-37.6% | $4,297+68.5% |