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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 | $98,831 | $82,678+19.5% | $125,391-21.2% | $68,490+44.3% |
| Participation rate | 97.2% | 75.1%+22.2pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -18.16% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $8,313 | $3,382+145.8% | $4,816+72.6% | $2,597+220.1% |
| Participant deferral / active EE | $8,925 | $6,111+46.0% | $7,448+19.8% | $4,028+121.6% |
| Admin fee / account holder | $1,319 | $6,277-79.0% | $10,009-86.8% | $5,403-75.6% |