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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 | $85,626 | $75,832+12.9% | $147,617-42.0% | $59,633+43.6% |
| Participation rate | 88.1% | 71.6%+16.5pp | 84.6%+3.4pp | 68.7%+19.4pp |
| Annual return | -0.46% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $4,531 | $3,485+30.0% | $5,564-18.6% | $2,203+105.7% |
| Participant deferral / active EE | $4,392 | $3,131+40.3% | $4,895-10.3% | $3,192+37.6% |
| Admin fee / account holder | $688 | $5,986-88.5% | $11,612-94.1% | $4,297-84.0% |