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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 | $245,088 | $82,678+196.4% | $125,391+95.5% | $68,490+257.8% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -15.65% | -5.97%-9.7pp | 572.41%-588.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $3,146 | $3,382-7.0% | $4,816-34.7% | $2,597+21.1% |
| Participant deferral / active EE | $7,086 | $6,111+15.9% | $7,448-4.9% | $4,028+75.9% |
| Admin fee / account holder | $5,458 | $6,277-13.1% | $10,009-45.5% | $5,403+1.0% |