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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 | $93,817 | $72,404+29.6% | $110,243-14.9% | $64,173+46.2% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.1pp |
| Annual return | -6.38% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $707 | $2,282-69.0% | $3,827-81.5% | $2,381-70.3% |
| Participant deferral / active EE | $4,866 | $3,469+40.3% | $4,672+4.2% | $3,470+40.2% |
| Admin fee / account holder | $437 | $5,664-92.3% | $8,548-94.9% | $4,887-91.1% |