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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 | $104,541 | $92,743+12.7% | $82,744+26.3% | $134,532-22.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -2.09% | 946.63%-948.7pp | 702.22%-704.3pp | 418.27%-420.4pp |
| Employer contribution / active EE | $7,083 | $3,273+116.4% | $3,008+135.5% | $4,741+49.4% |
| Participant deferral / active EE | $1,801 | $4,802-62.5% | $4,395-59.0% | $6,401-71.9% |
| Admin fee / account holder | $52,908 | $5,977+785.2% | $5,325+893.6% | $11,429+362.9% |