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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 | $111,656 | $75,962+47.0% | $154,111-27.5% | $64,173+74.0% |
| Participation rate | 91.2% | 70.4%+20.8pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | -5.52% | 30.32%-35.8pp | 735.18%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,528 | $3,350+65.0% | $5,298+4.3% | $2,381+132.2% |
| Participant deferral / active EE | $5,851 | $3,175+84.3% | $5,081+15.2% | $3,470+68.6% |
| Admin fee / account holder | $1,750 | $5,589-68.7% | $13,411-87.0% | $4,887-64.2% |