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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 | $75,206 | $75,962-1.0% | $154,108-51.2% | $64,173+17.2% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $6,950 | $3,350+107.5% | $5,298+31.2% | $2,381+191.9% |
| Participant deferral / active EE | $6,704 | $3,175+111.2% | $5,081+32.0% | $3,470+93.2% |
| Admin fee / account holder | $9,324 | $5,589+66.8% | $13,411-30.5% | $4,887+90.8% |