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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 | $80,483 | $82,674-2.7% | $125,381-35.8% | $68,486+17.5% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -12.26% | -5.97%-6.3pp | 572.31%-584.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $4,975 | $3,382+47.1% | $4,815+3.3% | $2,597+91.6% |
| Participant deferral / active EE | $9,274 | $6,111+51.8% | $7,448+24.5% | $4,028+130.3% |
| Admin fee / account holder | $2,526 | $6,277-59.8% | $10,007-74.8% | $5,404-53.3% |