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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 | $133,221 | $82,678+61.1% | $125,391+6.2% | $68,490+94.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -15.16% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,598 | $3,382-23.2% | $4,816-46.0% | $2,597+0.1% |
| Participant deferral / active EE | $10,006 | $6,111+63.7% | $7,448+34.3% | $4,028+148.4% |
| Admin fee / account holder | $12,999 | $6,277+107.1% | $10,009+29.9% | $5,403+140.6% |