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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 | $71,419 | $82,674-13.6% | $125,381-43.0% | $68,486+4.3% |
| Participation rate | 72.4% | 75.1%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,434 | $3,382+1.5% | $4,815-28.7% | $2,597+32.2% |
| Participant deferral / active EE | $6,743 | $6,111+10.3% | $7,448-9.5% | $4,028+67.4% |
| Admin fee / account holder | $4,081 | $6,277-35.0% | $10,007-59.2% | $5,404-24.5% |