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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 | $60,459 | $45,152+33.9% | $73,845-18.1% | $59,632+1.4% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | -1.81% | 27.40%-29.2pp | 2267.91%-2269.7pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $8,610 | $1,902+352.7% | $2,788+208.9% | $2,203+290.9% |
| Participant deferral / active EE | $2,995 | $2,574+16.4% | $3,583-16.4% | $3,192-6.1% |
| Admin fee / account holder | $491 | $3,516-86.0% | $4,881-89.9% | $4,297-88.6% |