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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 | $94,961 | $75,962+25.0% | $154,111-38.4% | $64,173+48.0% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -4.03% | 30.32%-34.4pp | 735.18%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,290 | $3,350+87.8% | $5,298+18.7% | $2,381+164.2% |
| Participant deferral / active EE | $4,581 | $3,175+44.3% | $5,081-9.8% | $3,470+32.0% |
| Admin fee / account holder | $2,730 | $5,589-51.1% | $13,411-79.6% | $4,887-44.1% |