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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 | $43,775 | $82,674-47.1% | $125,381-65.1% | $68,486-36.1% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -13.84% | -5.97%-7.9pp | 572.31%-586.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $4,595 | $3,382+35.9% | $4,815-4.6% | $2,597+77.0% |
| Participant deferral / active EE | $4,669 | $6,111-23.6% | $7,448-37.3% | $4,028+15.9% |
| Admin fee / account holder | $7,278 | $6,277+15.9% | $10,007-27.3% | $5,404+34.7% |