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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 | $105,977 | $95,975+10.4% | $74,552+42.2% | $135,382-21.7% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.54% | 56.96%-63.5pp | 32.53%-39.1pp | 519.77%-526.3pp |
| Employer contribution / active EE | $1,617 | $2,716-40.5% | $1,961-17.5% | $4,779-66.2% |
| Participant deferral / active EE | $6,876 | $3,844+78.9% | $3,108+121.2% | $5,609+22.6% |
| Admin fee / account holder | $399 | $6,522-93.9% | $5,060-92.1% | $10,829-96.3% |