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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 | $203,512 | $75,962+167.9% | $154,108+32.1% | $64,173+217.1% |
| Participation rate | 78.4% | 70.4%+8.0pp | 83.0%-4.7pp | 69.6%+8.8pp |
| Annual return | -5.62% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,861 | $3,350+134.7% | $5,298+48.4% | $2,381+230.2% |
| Participant deferral / active EE | $5,136 | $3,175+61.8% | $5,081+1.1% | $3,470+48.0% |
| Admin fee / account holder | $4,372 | $5,589-21.8% | $13,411-67.4% | $4,887-10.5% |