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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 | $37,051 | $93,124-60.2% | $77,100-51.9% | $134,545-72.5% |
| Participation rate | 95.0% | 74.5%+20.5pp | 67.9%+27.1pp | 81.2%+13.8pp |
| Annual return | -16.37% | 62.68%-79.1pp | 42.35%-58.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,095 | $3,421-38.8% | $2,815-25.6% | $4,742-55.8% |
| Participant deferral / active EE | $6,859 | $5,242+30.9% | $4,430+54.9% | $6,401+7.2% |
| Admin fee / account holder | $74,524 | $6,970+969.2% | $5,443+1269.1% | $11,431+552.0% |