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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 | $117,843 | $59,116+99.3% | $86,438+36.3% | $68,486+72.1% |
| Participation rate | 74.3% | 75.2%-0.9pp | 80.3%-6.0pp | 67.9%+6.4pp |
| Annual return | -14.16% | -0.23%-13.9pp | 4397.19%-4411.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,205 | $2,519-52.1% | $3,769-68.0% | $2,597-53.6% |
| Participant deferral / active EE | $5,636 | $5,902-4.5% | $6,952-18.9% | $4,028+39.9% |
| Admin fee / account holder | $3,375 | $5,639-40.1% | $6,733-49.9% | $5,404-37.5% |