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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 | $32,362 | $95,979-66.3% | $74,551-56.6% | $135,380-76.1% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -8.87% | 56.97%-65.8pp | 32.53%-41.4pp | 519.81%-528.7pp |
| Employer contribution / active EE | $994 | $2,716-63.4% | $1,961-49.3% | $4,779-79.2% |
| Participant deferral / active EE | $3,083 | $3,844-19.8% | $3,108-0.8% | $5,609-45.0% |
| Admin fee / account holder | $1,723 | $6,522-73.6% | $5,059-65.9% | $10,828-84.1% |