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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 | $174,200 | $90,320+92.9% | $59,496+192.8% | $125,389+38.9% |
| Participation rate | 92.3% | 68.3%+24.0pp | 54.6%+37.7pp | 83.2%+9.1pp |
| Annual return | -2.82% | 369.13%-372.0pp | 182.05%-184.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $3,846 | $1,792+114.7% | $1,153+233.6% | $4,866-21.0% |
| Participant deferral / active EE | $3,127 | $2,716+15.1% | $1,829+70.9% | $5,352-41.6% |
| Admin fee / account holder | $636 | $3,063-79.2% | $2,232-71.5% | $9,541-93.3% |