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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 | $146,508 | $82,678+77.2% | $125,391+16.8% | $68,490+113.9% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.41%-586.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $4,254 | $3,382+25.8% | $4,816-11.7% | $2,597+63.8% |
| Participant deferral / active EE | $13,805 | $6,111+125.9% | $7,448+85.3% | $4,028+242.7% |
| Admin fee / account holder | $6,051 | $6,277-3.6% | $10,009-39.5% | $5,403+12.0% |