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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 | $58,272 | $82,674-29.5% | $125,381-53.5% | $68,486-14.9% |
| Participation rate | 75.6% | 75.1%+0.5pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | -16.82% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,183 | $3,382-35.5% | $4,815-54.7% | $2,597-15.9% |
| Participant deferral / active EE | $4,317 | $6,111-29.3% | $7,448-42.0% | $4,028+7.2% |
| Admin fee / account holder | $790 | $6,277-87.4% | $10,007-92.1% | $5,404-85.4% |