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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 | $89,517 | $54,370+64.6% | $82,763+8.2% | $68,490+30.7% |
| Participation rate | 83.1% | 63.9%+19.1pp | 72.6%+10.5pp | 67.9%+15.2pp |
| Annual return | -16.53% | -13.67%-2.9pp | 702.45%-719.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $4,661 | $2,219+110.0% | $3,008+54.9% | $2,597+79.5% |
| Participant deferral / active EE | $4,800 | $3,247+47.8% | $4,395+9.2% | $4,028+19.2% |
| Admin fee / account holder | $846 | $4,398-80.8% | $5,325-84.1% | $5,403-84.3% |