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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 | $127,694 | $82,678+54.4% | $125,391+1.8% | $68,490+86.4% |
| Participation rate | 79.7% | 75.1%+4.6pp | 82.4%-2.7pp | 67.9%+11.8pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.41%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,023 | $3,382+18.9% | $4,816-16.5% | $2,597+54.9% |
| Participant deferral / active EE | $7,386 | $6,111+20.8% | $7,448-0.8% | $4,028+83.4% |
| Admin fee / account holder | $5,543 | $6,277-11.7% | $10,009-44.6% | $5,403+2.6% |