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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 | $45,039 | $133,981-66.4% | $112,249-59.9% | $134,532-66.5% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -16.48% | 47.16%-63.6pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $4,824 | $4,040+19.4% | $3,636+32.7% | $4,741+1.7% |
| Participant deferral / active EE | $2,824 | $5,292-46.6% | $4,729-40.3% | $6,401-55.9% |
| Admin fee / account holder | $517 | $7,492-93.1% | $6,412-91.9% | $11,429-95.5% |