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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 | $139,588 | $82,674+68.8% | $125,381+11.3% | $68,486+103.8% |
| Participation rate | 92.3% | 75.1%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -18.33% | -5.97%-12.4pp | 572.31%-590.6pp | -7.85%-10.5pp |
| Employer contribution / active EE | $9,447 | $3,382+179.4% | $4,815+96.2% | $2,597+263.8% |
| Participant deferral / active EE | $13,942 | $6,111+128.2% | $7,448+87.2% | $4,028+246.2% |
| Admin fee / account holder | $2,278 | $6,277-63.7% | $10,007-77.2% | $5,404-57.8% |