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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 | $102,062 | $75,962+34.4% | $154,111-33.8% | $64,173+59.0% |
| Participation rate | 93.0% | 70.4%+22.6pp | 83.0%+9.9pp | 69.6%+23.4pp |
| Annual return | -5.44% | 30.32%-35.8pp | 735.18%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,491 | $3,350+4.2% | $5,298-34.1% | $2,381+46.6% |
| Participant deferral / active EE | $7,636 | $3,175+140.5% | $5,081+50.3% | $3,470+120.1% |
| Admin fee / account holder | $8,051 | $5,589+44.1% | $13,411-40.0% | $4,887+64.7% |