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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 | $89,874 | $45,566+97.2% | $64,105+40.2% | $59,633+50.7% |
| Participation rate | 90.6% | 60.2%+30.5pp | 68.2%+22.5pp | 68.7%+22.0pp |
| Annual return | -2.62% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,070 | $934+14.6% | $1,820-41.2% | $2,203-51.4% |
| Participant deferral / active EE | $4,354 | $2,057+111.7% | $2,822+54.3% | $3,192+36.4% |
| Admin fee / account holder | $7,943 | $3,268+143.1% | $4,499+76.5% | $4,297+84.8% |