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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 | $128,189 | $85,790+49.4% | $67,313+90.4% | $135,379-5.3% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -5.61% | -0.54%-5.1pp | -4.08%-1.5pp | 519.79%-525.4pp |
| Employer contribution / active EE | $4,605 | $3,487+32.0% | $2,566+79.5% | $4,779-3.6% |
| Participant deferral / active EE | $8,937 | $4,651+92.1% | $3,568+150.4% | $5,609+59.3% |
| Admin fee / account holder | $7,566 | $6,392+18.4% | $4,507+67.9% | $10,828-30.1% |