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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 | $68,037 | $72,404-6.0% | $110,243-38.3% | $64,173+6.0% |
| Participation rate | 87.3% | 73.3%+14.0pp | 79.8%+7.5pp | 69.6%+17.8pp |
| Annual return | -4.98% | -6.29%+1.3pp | 314.76%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,250 | $2,282-1.4% | $3,827-41.2% | $2,381-5.5% |
| Participant deferral / active EE | $4,975 | $3,469+43.4% | $4,672+6.5% | $3,470+43.4% |
| Admin fee / account holder | $856 | $5,664-84.9% | $8,548-90.0% | $4,887-82.5% |