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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 | $188,683 | $75,962+148.4% | $154,108+22.4% | $64,173+194.0% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -7.36% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,384 | $3,350+60.7% | $5,298+1.6% | $2,381+126.1% |
| Participant deferral / active EE | $3,872 | $3,175+22.0% | $5,081-23.8% | $3,470+11.6% |
| Admin fee / account holder | $801 | $5,589-85.7% | $13,411-94.0% | $4,887-83.6% |