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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 | $117,296 | $69,012+70.0% | $160,009-26.7% | $68,486+71.3% |
| Participation rate | 97.6% | 65.4%+32.2pp | 78.0%+19.6pp | 67.9%+29.7pp |
| Annual return | -12.36% | -9.65%-2.7pp | 408.85%-421.2pp | -7.85%-4.5pp |
| Employer contribution / active EE | $6,143 | $2,212+177.7% | $4,225+45.4% | $2,597+136.6% |
| Participant deferral / active EE | $9,752 | $4,212+131.6% | $6,183+57.7% | $4,028+142.1% |
| Admin fee / account holder | $3,922 | $4,798-18.3% | $8,715-55.0% | $5,404-27.4% |