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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 | $142,807 | $82,678+72.7% | $125,391+13.9% | $68,490+108.5% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -16.69% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $6,954 | $3,382+105.6% | $4,816+44.4% | $2,597+167.8% |
| Participant deferral / active EE | $6,583 | $6,111+7.7% | $7,448-11.6% | $4,028+63.4% |
| Admin fee / account holder | $5,925 | $6,277-5.6% | $10,009-40.8% | $5,403+9.7% |