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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 | $142,498 | $75,962+87.6% | $154,108-7.5% | $64,173+122.1% |
| Participation rate | 85.1% | 70.4%+14.7pp | 83.0%+2.1pp | 69.6%+15.5pp |
| Annual return | -7.59% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $4,969 | $3,350+48.3% | $5,298-6.2% | $2,381+108.7% |
| Participant deferral / active EE | $4,814 | $3,175+51.6% | $5,081-5.2% | $3,470+38.7% |
| Admin fee / account holder | $1,927 | $5,589-65.5% | $13,411-85.6% | $4,887-60.6% |