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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 | $66,358 | $54,370+22.0% | $82,763-19.8% | $68,490-3.1% |
| Participation rate | 86.0% | 63.9%+22.1pp | 72.6%+13.5pp | 67.9%+18.1pp |
| Annual return | -16.44% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $538 | $2,219-75.8% | $3,008-82.1% | $2,597-79.3% |
| Participant deferral / active EE | $3,455 | $3,247+6.4% | $4,395-21.4% | $4,028-14.2% |
| Admin fee / account holder | $648 | $4,398-85.3% | $5,325-87.8% | $5,403-88.0% |