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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 | $98,401 | $75,832+29.8% | $147,617-33.3% | $59,633+65.0% |
| Participation rate | 96.0% | 71.6%+24.4pp | 84.6%+11.4pp | 68.7%+27.3pp |
| Annual return | -1.16% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $3,128 | $3,485-10.2% | $5,564-43.8% | $2,203+42.0% |
| Participant deferral / active EE | $2,723 | $3,131-13.0% | $4,895-44.4% | $3,192-14.7% |
| Admin fee / account holder | $997 | $5,986-83.3% | $11,612-91.4% | $4,297-76.8% |