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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 | $149,190 | $75,962+96.4% | $154,111-3.2% | $64,173+132.5% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -5.05% | 30.32%-35.4pp | 735.18%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,131 | $3,350+83.0% | $5,298+15.7% | $2,381+157.5% |
| Participant deferral / active EE | $4,150 | $3,175+30.7% | $5,081-18.3% | $3,470+19.6% |
| Admin fee / account holder | $4,051 | $5,589-27.5% | $13,411-69.8% | $4,887-17.1% |