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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 | $110,415 | $65,364+68.9% | $92,909+18.8% | $72,975+51.3% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $3,311 | $2,594+27.6% | $3,653-9.4% | $2,440+35.7% |
| Participant deferral / active EE | $4,231 | $3,128+35.3% | $4,238-0.2% | $3,608+17.3% |
| Admin fee / account holder | $15,017 | $4,251+253.2% | $5,795+159.1% | $5,124+193.1% |