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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 | $210,486 | $76,000+177.0% | $154,111+36.6% | $64,186+227.9% |
| Participation rate | 91.2% | 70.4%+20.8pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | -7.15% | 30.32%-37.5pp | 735.15%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $9,206 | $3,351+174.7% | $5,298+73.8% | $2,381+286.7% |
| Participant deferral / active EE | $7,727 | $3,175+143.4% | $5,081+52.1% | $3,470+122.7% |
| Admin fee / account holder | $5,969 | $5,596+6.7% | $13,411-55.5% | $4,888+22.1% |