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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 | $124,095 | $82,674+50.1% | $125,381-1.0% | $68,486+81.2% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.31%-589.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $7,784 | $3,382+130.2% | $4,815+61.6% | $2,597+199.8% |
| Participant deferral / active EE | $6,204 | $6,111+1.5% | $7,448-16.7% | $4,028+54.0% |
| Admin fee / account holder | $598 | $6,277-90.5% | $10,007-94.0% | $5,404-88.9% |