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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 | $135,863 | $75,832+79.2% | $147,617-8.0% | $59,633+127.8% |
| Participation rate | 90.0% | 71.6%+18.4pp | 84.6%+5.4pp | 68.7%+21.3pp |
| Annual return | -1.32% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $7,371 | $3,485+111.5% | $5,564+32.5% | $2,203+234.7% |
| Participant deferral / active EE | $2,000 | $3,131-36.1% | $4,895-59.1% | $3,192-37.3% |
| Admin fee / account holder | $41,038 | $5,986+585.6% | $11,612+253.4% | $4,297+855.1% |