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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 | $136,092 | $75,832+79.5% | $147,617-7.8% | $59,633+128.2% |
| Participation rate | 89.1% | 71.6%+17.6pp | 84.6%+4.5pp | 68.7%+20.5pp |
| Annual return | -0.78% | 0.37%-1.1pp | 61.98%-62.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $6,988 | $3,485+100.5% | $5,564+25.6% | $2,203+217.3% |
| Participant deferral / active EE | $4,149 | $3,131+32.5% | $4,895-15.2% | $3,192+30.0% |
| Admin fee / account holder | $9,094 | $5,986+51.9% | $11,612-21.7% | $4,297+111.7% |