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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 | $97,178 | $45,152+115.2% | $73,836+31.6% | $59,633+63.0% |
| Participation rate | 90.0% | 64.0%+26.0pp | 73.4%+16.6pp | 68.7%+21.3pp |
| Annual return | -1.57% | 27.40%-29.0pp | 2268.06%-2269.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $2,170 | $1,901+14.1% | $2,787-22.2% | $2,203-1.5% |
| Participant deferral / active EE | $5,064 | $2,573+96.8% | $3,583+41.3% | $3,192+58.7% |
| Admin fee / account holder | $1,999 | $3,515-43.1% | $4,882-59.1% | $4,297-53.5% |