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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 | $131,908 | $82,674+59.6% | $125,358+5.2% | $68,498+92.6% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -14.27% | -5.97%-8.3pp | 572.03%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,549 | $3,381-24.6% | $4,814-47.0% | $2,596-1.8% |
| Participant deferral / active EE | $9,291 | $6,111+52.0% | $7,447+24.8% | $4,027+130.7% |
| Admin fee / account holder | $1,333 | $6,276-78.8% | $10,007-86.7% | $5,403-75.3% |