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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 | $26,571 | $133,998-80.2% | $112,263-76.3% | $134,545-80.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -16.77% | 47.17%-63.9pp | 27.49%-44.3pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,355 | $4,040-41.7% | $3,636-35.2% | $4,742-50.3% |
| Participant deferral / active EE | $3,247 | $5,292-38.6% | $4,729-31.3% | $6,401-49.3% |
| Admin fee / account holder | $421 | $7,493-94.4% | $6,410-93.4% | $11,431-96.3% |