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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 | $132,266 | $92,766+42.6% | $82,763+59.8% | $134,545-1.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -0.17% | 946.97%-947.1pp | 702.45%-702.6pp | 418.37%-418.5pp |
| Employer contribution / active EE | $2,105 | $3,273-35.7% | $3,008-30.0% | $4,742-55.6% |
| Participant deferral / active EE | $3,254 | $4,802-32.2% | $4,395-26.0% | $6,401-49.2% |
| Admin fee / account holder | $15,269 | $5,978+155.4% | $5,325+186.7% | $11,431+33.6% |