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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 | $89,850 | $75,832+18.5% | $147,617-39.1% | $59,633+50.7% |
| Participation rate | 98.9% | 71.6%+27.3pp | 84.6%+14.2pp | 68.7%+30.2pp |
| Annual return | -2.16% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $8,643 | $3,485+148.0% | $5,564+55.3% | $2,203+292.4% |
| Participant deferral / active EE | $2,725 | $3,131-13.0% | $4,895-44.3% | $3,192-14.6% |
| Admin fee / account holder | $3,047 | $5,986-49.1% | $11,612-73.8% | $4,297-29.1% |