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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 | $84,903 | $61,789+37.4% | $97,167-12.6% | $80,874+5.0% |
| Participation rate | 93.9% | 63.5%+30.5pp | 72.7%+21.3pp | 67.6%+26.3pp |
| Annual return | 12.22% | -557.90%+570.1pp | 75.27%-63.0pp | 35.62%-23.4pp |
| Employer contribution / active EE | $7,549 | $1,837+311.1% | $2,729+176.6% | $2,756+174.0% |
| Participant deferral / active EE | $7,155 | $3,028+136.3% | $4,264+67.8% | $4,297+66.5% |
| Admin fee / account holder | $743 | $5,168-85.6% | $5,650-86.9% | $6,935-89.3% |