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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 | $178,094 | $72,404+146.0% | $110,243+61.5% | $64,173+177.5% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.9pp | 69.6%+9.4pp |
| Annual return | -1.41% | -6.29%+4.9pp | 314.76%-316.2pp | 7.63%-9.0pp |
| Employer contribution / active EE | $5,078 | $2,282+122.6% | $3,827+32.7% | $2,381+113.3% |
| Participant deferral / active EE | $7,801 | $3,469+124.9% | $4,672+67.0% | $3,470+124.8% |
| Admin fee / account holder | $28,122 | $5,664+396.5% | $8,548+229.0% | $4,887+475.4% |