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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 | $60,922 | $92,219-33.9% | $76,768-20.6% | $135,379-55.0% |
| Participation rate | 81.3% | 79.8%+1.5pp | 77.0%+4.3pp | 82.6%-1.4pp |
| Annual return | -6.22% | 5.46%-11.7pp | 2.43%-8.6pp | 519.79%-526.0pp |
| Employer contribution / active EE | $3,353 | $3,216+4.3% | $2,485+34.9% | $4,779-29.8% |
| Participant deferral / active EE | $7,794 | $4,508+72.9% | $3,852+102.3% | $5,609+38.9% |
| Admin fee / account holder | $7,521 | $10,749-30.0% | $6,675+12.7% | $10,828-30.5% |