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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 | $102,775 | $167,522-38.7% | $151,639-32.2% | $134,532-23.6% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -4.23% | 7.81%-12.0pp | 3.34%-7.6pp | 418.27%-422.5pp |
| Employer contribution / active EE | $8,588 | $6,828+25.8% | $6,165+39.3% | $4,741+81.1% |
| Participant deferral / active EE | $5,187 | $8,986-42.3% | $8,363-38.0% | $6,401-19.0% |
| Admin fee / account holder | $89,579 | $13,780+550.1% | $11,613+671.4% | $11,429+683.8% |