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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 | $130,870 | $72,404+80.8% | $110,243+18.7% | $64,173+103.9% |
| Participation rate | 86.3% | 73.3%+12.9pp | 79.8%+6.5pp | 69.6%+16.7pp |
| Annual return | -6.02% | -6.29%+0.3pp | 314.76%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,015 | $2,282+32.2% | $3,827-21.2% | $2,381+26.6% |
| Participant deferral / active EE | $3,772 | $3,469+8.7% | $4,672-19.3% | $3,470+8.7% |
| Admin fee / account holder | $25,826 | $5,664+355.9% | $8,548+202.1% | $4,887+428.4% |