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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 | $49,261 | $99,032-50.3% | $80,022-38.4% | $135,379-63.6% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | -7.70% | 15.39%-23.1pp | 11.22%-18.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $2,182 | $3,043-28.3% | $2,468-11.6% | $4,779-54.3% |
| Participant deferral / active EE | $5,682 | $4,282+32.7% | $3,686+54.2% | $5,609+1.3% |
| Admin fee / account holder | $500 | $10,436-95.2% | $6,521-92.3% | $10,828-95.4% |