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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 | $107,955 | $82,674+30.6% | $125,381-13.9% | $68,486+57.6% |
| Participation rate | 72.5% | 75.1%-2.5pp | 82.4%-9.8pp | 67.9%+4.7pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,526 | $3,382-25.3% | $4,815-47.5% | $2,597-2.7% |
| Participant deferral / active EE | $7,785 | $6,111+27.4% | $7,448+4.5% | $4,028+93.3% |
| Admin fee / account holder | $27,781 | $6,277+342.6% | $10,007+177.6% | $5,404+414.1% |