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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 | $109,679 | $82,674+32.7% | $125,363-12.5% | $68,495+60.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -16.17% | -5.97%-10.2pp | 572.15%-588.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,282 | $3,382+56.2% | $4,815+9.7% | $2,596+103.4% |
| Participant deferral / active EE | $7,313 | $6,111+19.7% | $7,447-1.8% | $4,028+81.6% |
| Admin fee / account holder | $10,272 | $6,276+63.7% | $10,005+2.7% | $5,403+90.1% |