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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 | $133,956 | $75,832+76.6% | $147,617-9.3% | $59,633+124.6% |
| Participation rate | 84.6% | 71.6%+13.1pp | 84.6%0pp | 68.7%+15.9pp |
| Annual return | -1.55% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,540 | $3,485-55.8% | $5,564-72.3% | $2,203-30.1% |
| Participant deferral / active EE | $3,613 | $3,131+15.4% | $4,895-26.2% | $3,192+13.2% |
| Admin fee / account holder | $5,467 | $5,986-8.7% | $11,612-52.9% | $4,297+27.2% |