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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 | $90,529 | $59,107+53.2% | $86,439+4.7% | $68,495+32.2% |
| Participation rate | 89.3% | 75.2%+14.0pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -14.67% | -0.23%-14.4pp | 4395.55%-4410.2pp | -7.84%-6.8pp |
| Employer contribution / active EE | $11,278 | $2,519+347.7% | $3,769+199.2% | $2,596+334.4% |
| Participant deferral / active EE | $9,180 | $5,901+55.6% | $6,952+32.1% | $4,028+127.9% |
| Admin fee / account holder | $27,742 | $5,637+392.2% | $6,732+312.1% | $5,403+413.4% |