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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 | $116,715 | $75,962+53.6% | $154,108-24.3% | $64,173+81.9% |
| Participation rate | 91.4% | 70.4%+21.0pp | 83.0%+8.3pp | 69.6%+21.8pp |
| Annual return | -5.98% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,476 | $3,350+63.5% | $5,298+3.4% | $2,381+130.0% |
| Participant deferral / active EE | $3,475 | $3,175+9.5% | $5,081-31.6% | $3,470+0.2% |
| Admin fee / account holder | $1,920 | $5,589-65.6% | $13,411-85.7% | $4,887-60.7% |