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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 | $122,400 | $78,694+55.5% | $67,652+80.9% | $125,389-2.4% |
| Participation rate | 81.0% | 78.8%+2.1pp | 75.7%+5.3pp | 83.2%-2.2pp |
| Annual return | -0.14% | 9.46%-9.6pp | 6625.40%-6625.5pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,511 | $4,292+28.4% | $3,560+54.8% | $5,352+3.0% |
| Admin fee / account holder | $25,242 | $7,403+241.0% | $4,821+423.6% | $9,541+164.6% |