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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 | $141,811 | $82,678+71.5% | $125,391+13.1% | $68,490+107.1% |
| Participation rate | 96.8% | 75.1%+21.8pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $8,383 | $3,382+147.9% | $4,816+74.1% | $2,597+222.8% |
| Participant deferral / active EE | $5,452 | $6,111-10.8% | $7,448-26.8% | $4,028+35.4% |
| Admin fee / account holder | $1,396 | $6,277-77.8% | $10,009-86.1% | $5,403-74.2% |