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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 | $74,951 | $82,674-9.3% | $125,381-40.2% | $68,486+9.4% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -6.93% | -5.97%-1.0pp | 572.31%-579.2pp | -7.85%+0.9pp |
| Employer contribution / active EE | $4,167 | $3,382+23.2% | $4,815-13.5% | $2,597+60.5% |
| Participant deferral / active EE | $6,032 | $6,111-1.3% | $7,448-19.0% | $4,028+49.8% |
| Admin fee / account holder | $8,043 | $6,277+28.1% | $10,007-19.6% | $5,404+48.8% |