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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 | $107,814 | $82,678+30.4% | $125,391-14.0% | $68,490+57.4% |
| Participation rate | 84.4% | 75.1%+9.4pp | 82.4%+2.1pp | 67.9%+16.5pp |
| Annual return | -11.56% | -5.97%-5.6pp | 572.41%-584.0pp | -7.85%-3.7pp |
| Employer contribution / active EE | $3,754 | $3,382+11.0% | $4,816-22.0% | $2,597+44.6% |
| Participant deferral / active EE | $10,960 | $6,111+79.3% | $7,448+47.2% | $4,028+172.1% |
| Admin fee / account holder | $14,286 | $6,277+127.6% | $10,009+42.7% | $5,403+164.4% |