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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 | $88,714 | $59,107+50.1% | $86,439+2.6% | $68,495+29.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -16.77% | -0.23%-16.5pp | 4395.55%-4412.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,727 | $2,519+48.0% | $3,769-1.1% | $2,596+43.6% |
| Participant deferral / active EE | $7,388 | $5,901+25.2% | $6,952+6.3% | $4,028+83.4% |
| Admin fee / account holder | $11,963 | $5,637+112.2% | $6,732+77.7% | $5,403+121.4% |