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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 | $119,060 | $49,177+142.1% | $79,467+49.8% | $64,173+85.5% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | -6.44% | -1.16%-5.3pp | 718.30%-724.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,609 | $2,076+25.7% | $2,800-6.8% | $2,381+9.6% |
| Participant deferral / active EE | $5,613 | $2,821+98.9% | $3,704+51.5% | $3,470+61.8% |
| Admin fee / account holder | $6,498 | $3,839+69.3% | $5,104+27.3% | $4,887+33.0% |