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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 | $94,394 | $82,678+14.2% | $125,391-24.7% | $68,490+37.8% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -15.62% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,006 | $3,382+18.4% | $4,816-16.8% | $2,597+54.3% |
| Participant deferral / active EE | $5,201 | $6,111-14.9% | $7,448-30.2% | $4,028+29.1% |
| Admin fee / account holder | $733 | $6,277-88.3% | $10,009-92.7% | $5,403-86.4% |