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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 | $34,837 | $95,915-63.7% | $79,580-56.2% | $134,532-74.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -18.02% | -2.71%-15.3pp | 0.15%-18.2pp | 418.27%-436.3pp |
| Employer contribution / active EE | $5,197 | $3,129+66.1% | $2,413+115.4% | $4,741+9.6% |
| Participant deferral / active EE | $3,720 | $4,693-20.7% | $3,985-6.7% | $6,401-41.9% |
| Admin fee / account holder | $6,659 | $9,132-27.1% | $6,835-2.6% | $11,429-41.7% |