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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 | $58,727 | $57,352+2.4% | $83,830-29.9% | $64,173-8.5% |
| Participation rate | 91.4% | 68.6%+22.8pp | 76.1%+15.3pp | 69.6%+21.9pp |
| Annual return | -6.31% | 11.38%-17.7pp | 850.97%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $7,624 | $2,546+199.5% | $3,631+110.0% | $2,381+220.2% |
| Participant deferral / active EE | $4,105 | $2,993+37.1% | $4,082+0.6% | $3,470+18.3% |
| Admin fee / account holder | $4,241 | $4,046+4.8% | $5,479-22.6% | $4,887-13.2% |