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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 | $141,784 | $75,962+86.7% | $154,111-8.0% | $64,173+120.9% |
| Participation rate | 88.2% | 70.4%+17.8pp | 83.0%+5.2pp | 69.6%+18.7pp |
| Annual return | -6.58% | 30.32%-36.9pp | 735.18%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,546 | $3,350+65.6% | $5,298+4.7% | $2,381+133.0% |
| Participant deferral / active EE | $4,793 | $3,175+51.0% | $5,081-5.7% | $3,470+38.1% |
| Admin fee / account holder | $30,775 | $5,589+450.6% | $13,411+129.5% | $4,887+529.7% |