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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 | $122,605 | $57,352+113.8% | $83,830+46.3% | $64,173+91.1% |
| Participation rate | 79.4% | 68.6%+10.8pp | 76.1%+3.3pp | 69.6%+9.8pp |
| Annual return | -5.78% | 11.38%-17.2pp | 850.97%-856.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $6,154 | $2,546+141.8% | $3,631+69.5% | $2,381+158.5% |
| Participant deferral / active EE | $3,959 | $2,993+32.3% | $4,082-3.0% | $3,470+14.1% |
| Admin fee / account holder | $1,877 | $4,046-53.6% | $5,479-65.7% | $4,887-61.6% |