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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 | $98,664 | $57,352+72.0% | $83,830+17.7% | $64,173+53.7% |
| Participation rate | 84.6% | 68.6%+16.0pp | 76.1%+8.5pp | 69.6%+15.0pp |
| Annual return | -2.20% | 11.38%-13.6pp | 850.97%-853.2pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,204 | $2,546-13.4% | $3,631-39.3% | $2,381-7.4% |
| Participant deferral / active EE | $2,493 | $2,993-16.7% | $4,082-38.9% | $3,470-28.1% |
| Admin fee / account holder | $3,512 | $4,046-13.2% | $5,479-35.9% | $4,887-28.1% |