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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 | $131,424 | $75,962+73.0% | $154,111-14.7% | $64,173+104.8% |
| Participation rate | 87.4% | 70.4%+16.9pp | 83.0%+4.3pp | 69.6%+17.8pp |
| Annual return | -5.40% | 30.32%-35.7pp | 735.18%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,404 | $3,350+31.5% | $5,298-16.9% | $2,381+85.0% |
| Participant deferral / active EE | $2,862 | $3,175-9.9% | $5,081-43.7% | $3,470-17.5% |
| Admin fee / account holder | $13,967 | $5,589+149.9% | $13,411+4.1% | $4,887+185.8% |