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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 | $81,343 | $54,357+49.6% | $82,706-1.6% | $68,495+18.8% |
| Participation rate | 96.8% | 63.9%+32.9pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -12.45% | -13.67%+1.2pp | 701.76%-714.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,305 | $2,218+3.9% | $3,007-23.4% | $2,596-11.2% |
| Participant deferral / active EE | $8,370 | $3,246+157.8% | $4,394+90.5% | $4,028+107.8% |
| Admin fee / account holder | $8,007 | $4,396+82.1% | $5,329+50.3% | $5,403+48.2% |