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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 | $170,394 | $75,962+124.3% | $154,108+10.6% | $64,173+165.5% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | -2.07% | 30.32%-32.4pp | 735.21%-737.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,493 | $3,350-25.6% | $5,298-52.9% | $2,381+4.7% |
| Participant deferral / active EE | $3,800 | $3,175+19.7% | $5,081-25.2% | $3,470+9.5% |
| Admin fee / account holder | $105,976 | $5,589+1796.2% | $13,411+690.2% | $4,887+2068.3% |