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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 | $152,249 | $82,678+84.1% | $125,391+21.4% | $68,490+122.3% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -15.11% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $18,896 | $3,382+458.7% | $4,816+292.4% | $2,597+627.7% |
| Participant deferral / active EE | $5,488 | $6,111-10.2% | $7,448-26.3% | $4,028+36.3% |
| Admin fee / account holder | $5,481 | $6,277-12.7% | $10,009-45.2% | $5,403+1.4% |