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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 | $98,591 | $45,872+114.9% | $77,081+27.9% | $68,495+43.9% |
| Participation rate | 81.5% | 55.9%+25.6pp | 67.9%+13.6pp | 67.9%+13.6pp |
| Annual return | -15.20% | 1.73%-16.9pp | 42.33%-57.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,729 | $1,650+126.1% | $2,813+32.6% | $2,596+43.6% |
| Participant deferral / active EE | $9,947 | $2,963+235.7% | $4,428+124.7% | $4,028+147.0% |
| Admin fee / account holder | $14,598 | $3,041+380.0% | $5,427+169.0% | $5,403+170.2% |