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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 | $126,218 | $82,678+52.7% | $125,391+0.7% | $68,490+84.3% |
| Participation rate | 97.0% | 75.1%+22.0pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -11.26% | -5.97%-5.3pp | 572.41%-583.7pp | -7.85%-3.4pp |
| Employer contribution / active EE | $2,609 | $3,382-22.9% | $4,816-45.8% | $2,597+0.5% |
| Participant deferral / active EE | $5,593 | $6,111-8.5% | $7,448-24.9% | $4,028+38.9% |
| Admin fee / account holder | $17,985 | $6,277+186.5% | $10,009+79.7% | $5,403+232.9% |