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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 | $108,587 | $91,536+18.6% | $130,062-16.5% | $75,177+44.4% |
| Participation rate | 76.9% | 71.5%+5.5pp | 78.5%-1.6pp | 67.2%+9.7pp |
| Annual return | 19.46% | -631.62%+651.1pp | -137.37%+156.8pp | 160.75%-141.3pp |
| Employer contribution / active EE | $2,549 | $2,845-10.4% | $4,322-41.0% | $2,671-4.6% |
| Participant deferral / active EE | $8,135 | $4,343+87.3% | $5,821+39.8% | $4,126+97.1% |
| Admin fee / account holder | $7,460 | $6,780+10.0% | $10,601-29.6% | $5,651+32.0% |