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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 | $136,755 | $91,536+49.4% | $130,062+5.1% | $75,177+81.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.74% | -631.62%+648.4pp | -137.37%+154.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $2,910 | $2,845+2.3% | $4,322-32.7% | $2,671+9.0% |
| Participant deferral / active EE | $5,033 | $4,343+15.9% | $5,821-13.5% | $4,126+22.0% |
| Admin fee / account holder | $8,038 | $6,780+18.6% | $10,601-24.2% | $5,651+42.2% |