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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 | $216,473 | $82,678+161.8% | $125,391+72.6% | $68,490+216.1% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -19.02% | -5.97%-13.1pp | 572.41%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $5,006 | $3,382+48.0% | $4,816+4.0% | $2,597+92.8% |
| Participant deferral / active EE | $9,197 | $6,111+50.5% | $7,448+23.5% | $4,028+128.3% |
| Admin fee / account holder | $7,058 | $6,277+12.4% | $10,009-29.5% | $5,403+30.6% |