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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 | $131,497 | $75,962+73.1% | $154,108-14.7% | $64,173+104.9% |
| Participation rate | 88.2% | 70.4%+17.8pp | 83.0%+5.2pp | 69.6%+18.7pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.21%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,887 | $3,350-43.7% | $5,298-64.4% | $2,381-20.7% |
| Participant deferral / active EE | $4,272 | $3,175+34.6% | $5,081-15.9% | $3,470+23.1% |
| Admin fee / account holder | $476 | $5,589-91.5% | $13,411-96.5% | $4,887-90.3% |