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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 | $155,054 | $82,674+87.5% | $125,358+23.7% | $68,498+126.4% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -18.62% | -5.97%-12.7pp | 572.03%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $6,122 | $3,381+81.1% | $4,814+27.2% | $2,596+135.8% |
| Participant deferral / active EE | $11,624 | $6,111+90.2% | $7,447+56.1% | $4,027+188.6% |
| Admin fee / account holder | $1,920 | $6,276-69.4% | $10,007-80.8% | $5,403-64.5% |