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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 | $120,153 | $82,674+45.3% | $125,358-4.2% | $68,498+75.4% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -14.99% | -5.97%-9.0pp | 572.03%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,833 | $3,381+13.4% | $4,814-20.4% | $2,596+47.6% |
| Participant deferral / active EE | $8,426 | $6,111+37.9% | $7,447+13.2% | $4,027+109.2% |
| Admin fee / account holder | $13,060 | $6,276+108.1% | $10,007+30.5% | $5,403+141.7% |