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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 | $49,975 | $82,678-39.6% | $125,391-60.1% | $68,490-27.0% |
| Participation rate | 88.2% | 75.1%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -12.47% | -5.97%-6.5pp | 572.41%-584.9pp | -7.85%-4.6pp |
| Employer contribution / active EE | $1,859 | $3,382-45.0% | $4,816-61.4% | $2,597-28.4% |
| Participant deferral / active EE | $6,152 | $6,111+0.7% | $7,448-17.4% | $4,028+52.7% |
| Admin fee / account holder | $9,559 | $6,277+52.3% | $10,009-4.5% | $5,403+76.9% |