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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 | $20,459 | $77,817-73.7% | $123,553-83.4% | $64,173-68.1% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.3%-11.3pp | 69.6%+1.4pp |
| Annual return | -4.01% | 12.49%-16.5pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,397 | $3,014-20.5% | $4,628-48.2% | $2,381+0.7% |
| Participant deferral / active EE | $4,255 | $5,240-18.8% | $6,426-33.8% | $3,470+22.6% |
| Admin fee / account holder | $9,221 | $5,519+67.1% | $9,284-0.7% | $4,887+88.7% |