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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 | $99,821 | $75,832+31.6% | $147,617-32.4% | $59,633+67.4% |
| Participation rate | 83.5% | 71.6%+12.0pp | 84.6%-1.1pp | 68.7%+14.8pp |
| Annual return | -1.62% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $4,924 | $3,485+41.3% | $5,564-11.5% | $2,203+123.6% |
| Participant deferral / active EE | $2,881 | $3,131-8.0% | $4,895-41.1% | $3,192-9.7% |
| Admin fee / account holder | $1,989 | $5,986-66.8% | $11,612-82.9% | $4,297-53.7% |