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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 | $65,697 | $75,962-13.5% | $154,111-57.4% | $64,173+2.4% |
| Participation rate | 94.7% | 70.4%+24.3pp | 83.0%+11.6pp | 69.6%+25.1pp |
| Annual return | -3.54% | 30.32%-33.9pp | 735.18%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,058 | $3,350-38.6% | $5,298-61.2% | $2,381-13.6% |
| Participant deferral / active EE | $4,395 | $3,175+38.4% | $5,081-13.5% | $3,470+26.7% |
| Admin fee / account holder | $6,882 | $5,589+23.1% | $13,411-48.7% | $4,887+40.8% |