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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 | $164,792 | $84,482+95.1% | $125,363+31.5% | $66,930+146.2% |
| Participation rate | 92.0% | 76.4%+15.6pp | 82.4%+9.6pp | 69.8%+22.2pp |
| Annual return | -17.00% | -8.49%-8.5pp | 572.15%-589.1pp | 1.57%-18.6pp |
| Employer contribution / active EE | $8,684 | $3,553+144.4% | $4,815+80.4% | $2,545+241.2% |
| Participant deferral / active EE | $5,428 | $6,782-20.0% | $7,447-27.1% | $4,238+28.1% |
| Admin fee / account holder | $12,878 | $685+1780.2% | $10,005+28.7% | $593+2070.1% |