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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 | $140,284 | $82,674+69.7% | $125,381+11.9% | $68,486+104.8% |
| Participation rate | 98.8% | 75.1%+23.8pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -4.81% | -5.97%+1.2pp | 572.31%-577.1pp | -7.85%+3.0pp |
| Employer contribution / active EE | $2,050 | $3,382-39.4% | $4,815-57.4% | $2,597-21.0% |
| Participant deferral / active EE | $3,607 | $6,111-41.0% | $7,448-51.6% | $4,028-10.5% |
| Admin fee / account holder | $12,166 | $6,277+93.8% | $10,007+21.6% | $5,404+125.1% |