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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 | $113,623 | $72,404+56.9% | $110,243+3.1% | $64,173+77.1% |
| Participation rate | 85.4% | 73.3%+12.1pp | 79.8%+5.6pp | 69.6%+15.8pp |
| Annual return | -1.51% | -6.29%+4.8pp | 314.76%-316.3pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,572 | $2,282+12.7% | $3,827-32.8% | $2,381+8.0% |
| Participant deferral / active EE | $7,614 | $3,469+119.5% | $4,672+63.0% | $3,470+119.4% |
| Admin fee / account holder | $24,744 | $5,664+336.8% | $8,548+189.5% | $4,887+406.3% |