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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 | $108,686 | $82,678+31.5% | $125,391-13.3% | $68,490+58.7% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,667 | $3,382+38.0% | $4,816-3.1% | $2,597+79.7% |
| Participant deferral / active EE | $6,555 | $6,111+7.3% | $7,448-12.0% | $4,028+62.7% |
| Admin fee / account holder | $2,822 | $6,277-55.1% | $10,009-71.8% | $5,403-47.8% |